Lauren
Tanksley
Compass Financial Advisory Services, LLC
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About this Advisor
Lauren Tanksley is a financial advisor based in White, Georgia, working with Compass Financial Advisory Services, LLC. Lauren has previously held positions at Independent, Blue Duck Wealth Management, Questar Asset Management, Questar Capital Corporation, Woodbury Financial Services, Inc, Brokers International Financial Services, Compass Financial Management Group, Inc, Ethos Capital Group, and American Advisors Group. Lauren has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Lauren is part of Compass Financial Advisory Services, LLC, which operates out of White, Georgia. 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
Lauren Tanksley Work History
Compass Financial Management Group, Inc
Brokers International Financial Services
Woodbury Financial Services, Inc
Questar Asset Management
Blue Duck Wealth Management
Questar Asset Management
Questar Capital Corporation
Independent
American Advisors Group
Ethos Capital Group
Disclosures
Please visit the SEC profile of Lauren Tanksley 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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