Timothy Nelson (CRD# 6200391) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 10 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Encompass More Asset Management LLC | Danville, CA | May 2023 - Current | < 1 |
Bull Run Investment Management LLC | Fairfax, VA | Mar 2020 - May 2023 | 3 |
Bull Run Financial Group LLC | Fairfax, VA | Mar 2017 - May 2023 | 6 |
Centaurus Financial Inc. | Anaheim, CA | Apr 2017 - Mar 2020 | 2 |
Rillhurst Capital | Mclean, VA | Jun 2016 - Mar 2017 | < 1 |
Mml Investors Services | Vienna, VA | Aug 2014 - Jun 2016 | 1 |
Mass Mutual | Vienna, VA | Jul 2014 - Jun 2016 | 1 |
Ing Financial Partners | Tysons Corner, VA | Jun 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- VA
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Total Assets Under Management229MILLIONS
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Total Number of Accounts2,835ACCOUNTS
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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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