Stephanie Flatt (CRD# 4584979) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 17 years of experience in the finance industry.
CRD# 1678991
Cravens & Company Wealth Management
CRD# 6650571
Raymond James Financial Services Advisors, Inc.
CRD# 4766562
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lion Street Financial | Cookeville, TN | Jun 2022 - Current | 1 |
Csenge Advisory Group, LLC | Clearwater, FL | Jun 2022 - Current | 1 |
Compass Advisory Partners LLC | Cookville, TN | Aug 2015 - Current | 8 |
Cannon, Clark, Holman & Associates Pllc | Cookevile, TN | Feb 2001 - Current | 23 |
Fsc Securities Corp | Atlanta, GA | Aug 2015 - Jun 2022 | 6 |
H. Beck, Inc. | Rockville, MD | Sep 2006 - Aug 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- TN
-
Total Assets Under Management263MILLIONS
-
Total Number of Accounts1,309ACCOUNTS
-
Average Account Value$200,563
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, FL, GA, IN, KY, LA, MO, NC, ND, OH, SC, TN, TX, VA
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