Timothy Nelson, financial advisor Danville CA

Timothy Nelson

CRD Number: 6200391
Current Firm: Encompass More Asset Management LLC

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.

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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
Contact Info for Timothy D. Nelson
Phone Number: 925-272-8850
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    229
    MILLIONS
  • Total Number of Accounts
    2,835
    ACCOUNTS
  • Average Account Value
    $80,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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