Lucy Matsumoto is a registered investment advisor, based in Danville, CA, with 8 years of industry experience.
Location
390 Diablo Rd, Suite 100, Danville, CA, 94526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lucy is an investment advisor at Encompass More Asset Management, LLC, dedicating about half of her time to this role. She also owns LMAsure, an S Corp for her life, health, and fixed annuity business, and is involved in various insurance-related activities, including Medicare and health insurance referrals and assistance.
Employment History
Current Registrations
Encompass More Investments, LLC
Encompass More Investments, LLCBroker
Encompass More Asset Management LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations8 states
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