Pamela
Fitzpatrick
Compass Advisory Partners LLC
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About this Advisor
Pamela Fitzpatrick is a financial advisor based out of Cookeville, Tennessee with 4 years of industry experience. Fitzpatrick works at Compass Advisory Partners LLC. Their career trajectory has included roles at Raymond James Financial Services, Inc, Scruggs & Nash Rentals, Raymond James Financial Services Advisors Inc, Edgar L. Fletcher & Sarah B. Fletcher, Fsc Securities Corporation, Compass Advisory Partners, LLC, Lion Street Financial and Csenge Advisory Group, LLC. Fitzpatrick maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Tennessee and Texas. Compass Advisory Partners LLC is an advisory company based out of Cookeville, TN. The firm has offices in four locations and a total of 15 financial advisors. It has $306 million in assets across its 1,634 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 1,634 accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. Compass Advisory Partners LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees depend on which services are provided. Fees billed by Compass Advisory Partners LLC may include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Advisory Partners LLC Brokerage Details
$305,811,500
15
1,634
$187,155
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Pamela Fitzpatrick Work History
Pamela has been registered as a financial advisor for 4 years.*
Lion Street Financial
Csenge Advisory Group, LLC
Compass Advisory Partners, LLC
Fsc Securities Corporation
Edgar L. Fletcher & Sarah B. Fletcher
Raymond James Financial Services, Inc
Scruggs & Nash Rentals
Raymond James Financial Services Advisors Inc
*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 Pamela Fitzpatrick 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 Advisory Partners LLC
Cookeville, TN
Clarksville, TN
Cookeville, TN
Clarksville, TN
Cookeville, TN
Cookeville, TN
Cookeville, TN
Cookeville, TN
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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