Tamara
Dickerson

Compass Retirement Group LLC

CRD#7495661
Investment Advisor
in Saint Louis, MO

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About this Advisor

Tamara Dickerson is a financial advisor based in Saint Louis, Missouri with 1 year of relevant experience. Dickerson is an employee of Compass Retirement Group LLC. Their career trajectory has included roles at Hollywood Casino, Compass Retirement Solutions, Compass Retirement Group and N/A. Dickerson has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Missouri and Texas. Compass Retirement Group LLC is a registered investment company that has its headquarters in Saint Louis, MO. The investment advisory business has a total of 18 employees. It oversees $86 million in assets between its 805 accounts, making it one of the smaller firms in the country by assets under management. Compass Retirement Group LLC offers a few services, including portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually depend on which services the firm provides the client. However, fees charged by Compass Retirement Group LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

10326 Old Olive Street Road
Saint Louis, MO 63141

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Compass Retirement Group LLC Brokerage Details

Total Assets Under Management

$85,582,495

MO Average: $11,469,110,461
Total Number of Employees

18

MO Average: 458
Total Number of Accounts

805

MO Average: 33,415
Average Account Size

$106,314

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Tamara Dickerson Work History

Tamara has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Compass Retirement Group

2020 - Present (4 years)

Compass Retirement Solutions

2020 - 2020 (< 1 year)

N/A

2007 - 2020 (13 years)

Hollywood Casino

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tamara Dickerson 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 Retirement Group LLC

Mark Kaplan
Saint Louis, MO
Airionne Solanke
Saint Louis, MO
Lavaisha Davis
Saint Louis, MO
Marvin Mitchell
Saint Louis, MO
Thomas Elder
Saint Louis, MO
Tamara Dickerson
Saint Louis, MO
Steven Leonard
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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