Tara
Sanders
Compass Financial Advisory Services, LLC
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About this Advisor
Tara Sanders is a financial advisor based in Ormond Beach, Florida, working with Compass Financial Advisory Services, LLC. Tara has previously held positions at Questar Capital Corporation, Questar Asset Management, Compass Financial Advisory Services, LLC, and Brokers International Financial Services, LLC. Tara has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Tara is part of Compass Financial Advisory Services, LLC, which operates out of Ormond Beach, Florida. The firm has 10 employees and manages assets totaling $325.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Compass Financial Advisory Services, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compass Financial Advisory Services, LLC Brokerage Details
$325,260,870
10
751
$433,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Tara Sanders Work History
Compass Financial Advisory Services, LLC
Brokers International Financial Services, LLC
Questar Capital Corporation
Questar Asset Management
Disclosures
Please visit the SEC profile of Tara Sanders to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Financial Advisory Services, LLC
White, GA
Ormond Beach, FL
Ormond Beach, FL
Ormond Beach, FL
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