Vicki Landry
Investment Adviser Representative at Encompass MORE Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Vicki Landry is an investment adviser representative with Encompass MORE Asset Management LLC in Lancaster, CA, where they have been registered since 2024. They have worked in the securities industry since 2017 and were previously registered with Transamerica Financial Advisors, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
8 states and territories
Arizona, California, Indiana, Maryland, Nevada, Ohio, Pennsylvania, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- World Financial Group, Inc.Nov 2008 – May 2024Valencia, CA
- Transamerica Financial Advisors, IncSep 2014 – Mar 2018Valencia, CA
- Pacifica HospitalFeb 2016 – Jan 2017Sun Valley, CA
- Tarzana Treatment CenterFeb 2017 – Aug 2018Tarzana, CA
- Aurora LAS Encinas HospitalJun 2019 – Oct 2020Pasadena, CA
- Kedren Community HospitalSep 2018 – May 2019Los Angeles, CA
- Transamerica Financial Advisor, IncSep 2016 – Jul 2024St. Petersburg, FL
- LSPN Pro, LLCNov 2021 – Aug 2024Lindon, UT
- Axianta Financial PartnersOct 2011 – May 2024Henderson, NV
- iPROS Insurance ProfessionalsAug 2023 – Aug 2024West Covina, CA
- Encompass More Investments, LLCNov 2024 – no end date reportedDanville, CA
- Vantage Financial AllianceMar 2024 – Nov 2024Cumming, GA
- Encompass More Asset Management LLCNov 2024 – no end date reportedDanville, CA
- AgencyFiNov 2024 – no end date reportedAlpharetta, GA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Encompass MORE Asset Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning services, products, and platforms aimed at helping clients achieve a comfortable retirement lifestyle
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 86
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Danville, CA
- SEC file number:
- 801-126102
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 15, 2026
View full firm profileOther advisors at Encompass MORE Asset Management LLC
Showing 12 of 86 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vicki Landry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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