Lucy Elizabeth Matsumoto

Current Employers

Employment History

• 04/2017 → 06/2024
  Transamerica Financial Advisors, Inc.
  Newhall, CA
• 01/2017 → 06/2024
  World Financial Group, Inc.
  Newhall, CA
• 08/2016 → 01/2017
  Unemployed
  Agua Dulce, CA
• 06/2022 → 08/2023
  Managed Health
  Draper, UT
• 01/2017 → 06/2024
  Axianta Financial Partners
  Henderson, NV
• 10/2023 → 06/2024
  Transformation Financial Inc.
  Alpharetta, GA
• 06/2024 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 06/2024 → Present
  Encompass More Investments, Llc
  Danville, CA

Previous Registrations

• 2018-02-16 → 2024-06-13
  Transamerica Financial Advisors, Llc
  Moorpark, CA
  Valencia, CA

Other Businesses

1. Encompass More Asset Management, LLC; Investment-related; 390 Diablo Rd, Suite 100, Danville, CA 94526; Registered Investment Advisor; Registered Advisor Rep; Start: 08/2024; 20 hrs./wk. devoted; 20 hrs./wk. during trading hrs.; Assist clients with investment needs, financial planning, and retirement planning. 2. Lucy Matsumoto & Associates Inc. DBA LMAsure; Not-Investment related; 33749 Agua Dulce Cayon Rd. Agua Dulce, CA 91390; pass through entity for commissions from Encompass More and from my Life business through AgencyFi. I also run my rental income through this entity; Owner; Start: 07/12/2022; 0 hrs./wk. devoted; 0 hrs./wk. during trading hours. 3. AgencyFi LLC; Not-investment related; 294 S Main St Ste 600, Alpharetta, GA 30009; fixed life and annuity products; Agent; Start: 04/01/2024; 20 hrs./wk. devoted; 20 hrs./wk. during trading hrs.; determine suitability and research, present fixed financial products and complete applications. AgencyFi is where I have my life and fixed business licenses hung. 4. Rental Property; Not-investment related; 33749 Agua Dulce Cayon Rd. Agua Dulce, CA 91390; rental property; Owner: Start 2018; 0/hrs./wk. devoted; 0 hrs./wk. during trading hrs.; converted barn ADU, which is rented for $1900 per month. 5. Kaiser Permamente; Not-investment related; 1 Kaiser Plaza, Oakland CA 94412; health provider; Agent; Start: 2015; 0 hrs./wk./ devoted; 0 hrs./wk. during trading hrs.; have 1 group health insurance account with Kaiser that I still receive trails on. I do not offer health insurance as part of my practice. I have no duties. I only receive trails on 1 existing account.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-02
• S63 Uniform Securities Agent State Law Examination
  2017-08-07

Other Names

• Lucy Elizabeth Stovall
• Lucy Elizabeth Hug