Lisa Ann Gallo

Current Employers

Employment History

• 01/2014 → 06/2017
  National Planning Corp
  Walnut Creek, CA
• 06/2017 → 10/2018
  United Planners' Financial Services Of America
  Scottsdale, AZ
• 06/2017 → 10/2018
  Vitucci & Associates, Inc.
  Walnut Creek, CA
• 10/2018 → 12/2023
  Independent Financial Group
  San Rafael, CA
• 10/2018 → 01/2024
  O'DOnnell Financial Group, Inc.
  San Rafael, CA
• 01/2024 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 10/2018 → 12/2023
  Independent Financial Group, Llc
  San Rafael, CA
• 01/2024 → Present
  Encompass More Investments, Llc
  Danville, CA

Previous Registrations

• 2018-10-25 → 2024-02-22
  O'DOnnell Financial Services, Llc
  San Rafael, CA
• 2023-12-15 → 2024-01-30
  Independent Financial Group, Llc
  San Rafael, CA
• 2018-10-03 → 2023-12-14
  Independent Financial Group, Llc
  San Rafael, CA
  Walnut Creek, CA
  San Jose, CA
• 2017-06-14 → 2018-10-08
  United Planners' Financial Services Of America A Limited Partner
  South San Francisco, CA
  Larkspur, CA
  Pleasanton, CA
  Emeryville, CA
  San Jose, CA
  Cupertino, CA
  San Mateo, CA
  Santa Rosa, CA
  Sonoma, CA
  San Francisco, CA
  Fairfield, CA
  Scottsdale, AZ
  San Rafael, CA
  Walnut Creek, CA
  Sacramento, CA
  Petaluma, CA
• 2014-01-30 → 2017-06-15
  National Planning Corporation
  Walnut Creek, CA
• 2012-10-10 → 2013-08-01
  Vsr Financial Services, Inc.
  Walnut Creek, CA
  Overland Park, KS
• 2012-03-02 → 2012-10-02
  Wedbush Securities Inc.
  Walnut Creek, CA
  Lafayette, CA
  Lake Oswego, OR
  Lafayette, CA

Other Businesses

1) Westland Financial Services, Inc.; Invesment-related; 15373 Innovation Drive, Ste 200, San Diego CA 32128; Insurance products, investments & business development solutions for independent financial advisors; Agent; Start: 04/25/2025; 2 hrs./wk. devoted; 2 hrs./wk. during trading hrs./ provide solutions for clients to help them achieve their goals in retirement 2) RENTAL PROPERTY; Not-investment related: 432 Tayberry Lane, Brentwood, CR 94513; real estate sales/rental properties/property management; Prop #1 100% ownership, 1857 Renne Way, Concord, CA 94521; Prop #2 50% ownership, 499 Apple Hill Dr, Brentwood CA, 94513. I have 2 rental properties, one with 50% ownership with my brother-in-law; Owner; Start: 06/06/2007; Both are rented with long term leases; deposit rent checks, pay out insurance and handle any issues with maintenance. 3) Encompass More Asset Management; Investment related; 312 Railroad Ave, Danville, CA 94526; Registered Investment Advisor; Investment Advisor Rep; Start: 01/30/2024; 80 hrs./week devoted; 80- hrs./wk. during trading hrs.; determine the appropriate investments for clients and the use of Encompass More Asset Management to provide portfolio models.

Exams

• S66 Uniform Combined State Law Examination
  2012-03-01
• S63 Uniform Securities Agent State Law Examination
  1996-01-30

Designations