Michael Portincaso (CRD# 2860028) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Crystal Lake, IL and has over 2 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 4316392
Spc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Asset Management LLC | Danville, CA | Aug 2022 - Current | 1 |
| Appreciation Financial | Henderson, NV | Feb 2022 - Current | 2 |
| Verity Asset Management | Durham, NC | May 2022 - Dec 2022 | < 1 |
| Ed&f Man Capital Markets Inc. | Chicago, IL | Jan 2021 - Feb 2022 | 1 |
| Unemployed | Crystal Lake, IL | Dec 2020 - Jan 2021 | < 1 |
| Mizuho Securities Usa LLC | Chicago, IL | Jan 2019 - Nov 2020 | 1 |
| Bgc Financial LP | Chicago, IL | Dec 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- IL
- TX
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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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