Erik Ong (CRD# 7123840) is an Investment Advisor Representative working at Encompass More Asset Management LLC in San Diego, CA and has over 4 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Asset Management LLC | Danville, CA | Aug 2022 - Current | 1 |
| Appreciation Financial | San Diego, CA | Oct 2013 - Current | 10 |
| Verity Asset Management | Durham, NC | May 2019 - Dec 2022 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- CA
-
Total Assets Under Management229MILLIONS
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Total Number of Accounts2,835ACCOUNTS
-
Average Account Value$80,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY
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