Radford
Brogden
Compass Wealth Management LLC
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About this Advisor
Radford Brogden is a financial advisor based in Great Falls, Virginia, with 2 years of relevant experience. Brogden is an advisor for Compass Wealth Management LLC. Brogden has gained experience at Rbc Capital Markets, LLC and Compass Asset Management. Brogden holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut and Virginia. Compass Wealth Management LLC is a company based in Guilford, CT. It administers $461 million in assets across its 805 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 805 accounts, 39% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Compass Wealth Management LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees depend on which services the firm provides the client. However, fee types charged by Compass Wealth Management LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Wealth Management LLC Brokerage Details
$461,262,778
4
805
$572,997
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Radford Brogden Work History
Radford has been registered as a financial advisor for 2 years.*
Compass Asset Management
Rbc Capital Markets, LLC
*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 Radford Brogden 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 Wealth Management LLC
Great Falls, VA
Guilford, CT
Guilford, CT
Guilford, CT
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