Compass Financial Services, Inc.

Compass Financial Services, Inc. (CRD# 133742) is a financial advisory firm headquartered in Winston Salem, NC. They manage $10,911,300 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $131,461
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Compass Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kevin J. Ebbink
CRD#: 4909214
301 Upton St., Winston Salem, NC 27103
73
Wealthminder
score

Kevin Ebbink (CRD# 4909214) is an Investment Advisor Representative working at Compass Financial Services, Inc. in Winston Salem, NC and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.