Financial Compass Investment Services, Inc.

Financial Compass Investment Services, Inc. (CRD# 147260) is a financial advisory firm headquartered in Lancaster, CA. They manage $265,239 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $53,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, KY

Financial Advisors at Financial Compass Investment Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Timothy M. Rosen
CRD#: 5528874
815 W. Lancaster Blvd., Suite 101, Lancaster, CA 93534
93
Wealthminder
score

Timothy Rosen (CRD# 5528874) is an Investment Advisor Representative working at Financial Compass Investment Services, Inc. in Lancaster, CA and has over 8 years of experience in the finance industry.

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