Unclaimed Profile

Val Shein

COMPASS FINANCIAL GROUP, INC.·DEERFIELD BEACH, Florida

Clean recordCOMPASS FINANCIAL GROUP, INC.

665 S.E. 10TH STREET, DEERFIELD BEACH, FL 33441CRD# 4646555Firm CRD# 125186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Val Shein · DEERFIELD BEACH, FL

Registration

CRD #4646555 · COMPASS FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Val Shein is a registered financial advisor based in DEERFIELD BEACH, Florida, affiliated with COMPASS FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COMPASS FINANCIAL GROUP, INC.

AUM

$376M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPASS FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4646555

Firm CRD# 125186

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Val Shein offer?

Val Shein specializes in Financial Planning, Investment Management. Contact their office in DEERFIELD BEACH, Florida for a consultation.

What are Val Shein's credentials?

Val Shein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Val Shein located?

Val Shein is based in DEERFIELD BEACH, Florida, working with COMPASS FINANCIAL GROUP, INC.. Their office serves clients in the DEERFIELD BEACH metropolitan area and surrounding communities.

How does Val Shein charge for services?

Val Shein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPASS FINANCIAL GROUP, INC.?

COMPASS FINANCIAL GROUP, INC. has approximately 5 employees and manages $376M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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