Robert Moody, financial advisor Big Canoe GA

Robert Moody

CRD Number: 2830402
Current Firm: Compass Advisors LLC

Robert Moody (CRD# 2830402) is an Investment Advisor Representative working at Compass Advisors LLC in Big Canoe, GA and has over 27 years of experience in the finance industry. Robert Moody 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.

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Professional Designations
Company Name Location Dates Years
Compass Advisors LLC Big Canoe, GA Dec 1998 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Robert H. Moody
Phone Number: 404-558-2074
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $238,095
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA

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