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Financial ADVSR advisor directory · SEC adviser records

Compass Financial Advisory Services, LLC financial advisors in Ormond Beach, FL

Every SEC-registered investment adviser representative at a Compass Financial Advisory Services, LLC office in Ormond Beach, A to Z.

5 registered advisors work at Compass Financial Advisory Services, LLC in Ormond Beach, out of 6 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Compass Financial Advisory Services, LLC advisors in Ormond Beach, A to Z

Every Compass Financial Advisory Services, LLC advisor →

Compass Financial Advisory Services, LLC advisors in every city and state →Compass Financial Advisory Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Compass Financial Advisory Services, LLC advisors in other cities

White Georgia, GA 1

Other firms in Ormond Beach

All Ormond Beach advisors →

Morgan Stanley 20Holland Advisory Services, Inc. 10Wells Fargo Advisors Financial Network, LLC 8Truist Advisory Services, Inc. 7Cambridge Investment Research Advisors, Inc. 4Charles Schwab & Co., Inc. 4Edward Jones 4Pfs Investments Inc. 4Thrivent Investment Management Inc. 4Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Compass Financial Advisory Services, LLC have in Ormond Beach?

5 investment adviser representatives are registered at Compass Financial Advisory Services, LLC offices in Ormond Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Compass Financial Advisory Services, LLC one of the largest advisor employers in Ormond Beach?

Compass Financial Advisory Services, LLC ranks number 5 in Ormond Beach by registered advisors; Morgan Stanley has the most, with 20.

How do I check a Compass Financial Advisory Services, LLC advisor in Ormond Beach?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Compass Financial Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.