Compass Advisors LLC
Compass Advisors LLC (CRD# 126400) is a financial advisory firm headquartered in , . They manage $13,903,856 in 71 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts71ACCOUNTS
Average Account Value$195,829
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Moody (CRD# 2830402) is an Investment Advisor Representative working at Compass Advisors LLC in Cumming, GA and has over 20 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.