Naoko Moriya (CRD# 7359598) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Asset Management LLC | Danville, CA | Mar 2024 - Current | < 1 |
| Encompass More Investments, LLC | Danville, CA | Mar 2024 - Current | < 1 |
| Ipros Insurance Professionals | West Covina, CA | Aug 2023 - Current | < 1 |
| Vantage Financial Alliance | Cumming, GA | Mar 2023 - Current | 1 |
| Nui LLC | Los Angeles, CA | Oct 2014 - Current | 9 |
| Topsail LLC | Los Angeles, CA | Jan 2006 - Current | 18 |
| World Financial Group, Inc. | Cedar Rapids, IA | Apr 2020 - Feb 2024 | 3 |
| Transamerica Financial Advisors, Inc. | St. Petersburg, FL | Mar 2020 - Feb 2024 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CA
-
Total Assets Under Management229MILLIONS
-
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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