Dennis Burd is a registered investment advisor, based in Danville, CA, with 42 years of industry experience.
Location
390 Diablo Rd, Suite 100, Danville, CA, 94526
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Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Dennis is a principal at Burd Financial Group, an insurance agency selling Medicare, health insurance, fixed life insurance, and annuities, dedicating nearly full-time hours to this. He also works about 10-20% of his time as an independent contractor for ERC Specialists, LLC, assisting businesses with CARES Act Employee Retention Credits, and about 10-20% of his time as an Investment Advisor Representative for Encompass More Asset Management, LLC.
Employment History
Current Registrations
Encompass More Investments, LLCBroker
Encompass More Investments, LLC
Encompass More Asset Management LLC
Previous Registrations
Verity Asset Management
Verity Investments, INC.Broker
Questar Capital CorporationBroker
Financial Network Investment CorporationBroker
First Investors CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.