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.
CRD# 5179537
Lpl Financial LLC
CRD# 2024985
Lpl Financial LLC
CRD# 1049500
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial | Brentwood, TN | Jun 2022 - Current | 1 |
| Csenge Advisory Group, LLC | Clearwater, FL | Jun 2022 - Current | 1 |
| Compass Advisory Partners LLC | Brentwood, TN | May 2015 - Current | 8 |
| Fsc Securities Corp | Atlanta, GA | May 2015 - Jun 2022 | 7 |
| Compass Efficient Model Portfolios, LLC | Brentwood, TN | Mar 2009 - Apr 2015 | 6 |
| Cemp Securities Corporation | Brentwood, TN | Sep 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
| S63 | Uniform Securities State Law Examination | Jun 2015 |
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.