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. David Stites has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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, LLC | Cookeville, TN | Jun 2022 - Current | 1 |
| Csenge Advisory Group, LLC | Clearwater, FL | Jun 2022 - Current | 1 |
| Compass Advisory Partners | Cookeville, TN | Feb 2015 - Current | 9 |
| Fsc Securities Corp | Atlanta, GA | Jan 2015 - Jun 2022 | 7 |
| J&s Construction Company, Inc. | Cookeville, TN | Mar 2002 - Dec 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- TN
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Total Assets Under Management263MILLIONS
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Total Number of Accounts1,309ACCOUNTS
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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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