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Marla Valencia Isidro

Marla V. Isidro

ENCOMPASS MORE ASSET MANAGEMENT LLC | Financial Professional
Clermont, FL
Some features on this profile are disabled
CRD#: 5043288
Marla Valencia Isidro

Professional summary

Marla Valencia Isidro, who also goes by Marla Isidro, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Clermont, Florida and ENCOMPASS MORE INVESTMENTS, LLC located in Danville, California.

Marla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Marla has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marla Isidro

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marla Valencia Isidro's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 2, 2024 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA
CRD#: 322382
Clermont, FL
Current

May 17, 2024 - Present

ENCOMPASS MORE INVESTMENTS, LLC

Office #1: 390 Diablo Road Suite #100, Danville, CA 94526
BD
CRD#: 318438
Danville, CA
Past

July 7, 2022 - March 22, 2024

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
Orlando, FL
Past

January 6, 2012 - March 22, 2024

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
Orlando, FL
Past

September 19, 2007 - January 6, 2012

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
WOODLAND HILLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AIRBORN FINANCIAL SOLUTIONS | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(5/2/2024)
RR
California
(5/17/2024)
IAR
Florida
(6/16/2024)
RR
Florida
(8/16/2024)
IAR
Georgia
(8/8/2024)
RR
Georgia
(9/17/2025)
RR
Nevada
(8/16/2024)
IAR
Texas
(5/2/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/6/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/27/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/18/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/22/2021
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AIRBORN FINANCIAL SOLUTIONS | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 Approved)
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Contact information

Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts4,025
AUM (Assets Under Management)$ 581,910,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ENCOMPASS MORE ASSET MANAGEMENT LLC

Financial ProfessionalCRD#: 322382Clermont, FL

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx
xxxxxxx

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