Compass Advisory Partners LLC
Compass Advisory Partners LLC (CRD# 119377) is a financial advisory firm headquartered in Cookeville, TN. They manage $262,536,905 in 1,309 accounts and serve the financial needs of clients across 15 states (or territories).
-
Total Assets Under Management263MILLION
-
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
James Cannon (CRD# 3145573) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 25 years of experience in the finance industry.
Jeremy Corley (CRD# 3074244) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Clarksville, TN and has over 24 years of experience in the finance industry.
Pamela Fitzpatrick (CRD# 4398779) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 10 years of experience in the finance industry.
Stephanie Flatt (CRD# 4584979) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 16 years of experience in the finance industry.
Travis Giffey (CRD# 5078459) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 18 years of experience in the finance industry.
John Kent (CRD# 4467014) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Clarksville, TN and has over 22 years of experience in the finance industry.
David Stites (CRD# 6432834) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 9 years of experience in the finance industry.
Chris Wakefield (CRD# 6189941) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 10 years of experience in the finance industry.
William Webb (CRD# 4870636) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 16 years of experience in the finance industry.