Daniel Dietrich (CRD# 7651412) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Monroeville, PA and has 1 year of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Asset Management LLC | Danville, CA | Oct 2022 - Current | 1 |
| Alto Financial Group | Monroeville, PA | Sep 2021 - Current | 2 |
| Jim Shorkey Family Auto Group | White Oak, PA | Oct 2020 - Sep 2021 | < 1 |
| Spitzer Toyota Monroeville | Monroeville, PA | Oct 2018 - Oct 2020 | 2 |
| Amplify Church | Plum, PA | Jul 2016 - Oct 2018 | 2 |
| Unemployed | Pittsburgh, PA | Oct 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- PA
-
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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