Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
571 days old
General
Location
Limon, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$535,000.00
# of Accounts
495
Avg Client Age
52
Overview

I have been a financial advisor since 2005. I went out on my own and formed Compass Financial in 2009 and broker through Securities America. At Compass Financial we specialize in preparing people for retirement and making sure that our clients meet their goals. To make sure that our clients are receiving the best financial service possible, we dedicate ourselves in keeping up-to-date on all available investment vehicle and diligently research any and all investment opportunities that can benefit our clients.

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