Unclaimed Profile

Tara Ashley Sanders

COMPASS FINANCIAL ADVISORY SERVICES, LLC·ORMOND BEACH, Florida

SIE, Series 7, Series 9, Series 10, Series 63, Series 65CFPClean record31 years registeredCOMPASS FINANCIAL ADVISORY SERVICES, LLC

880 AIRPORT ROAD, SUITE 112A, ORMOND BEACH, FL 32174CRD# 2546811Firm CRD# 316843

Profile Verification

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

Identity

Tara Ashley Sanders · ORMOND BEACH, FL

Registration

CRD #2546811 · COMPASS FINANCIAL ADVISORY SERVICES, LLC · 31 years registered

Brand Profile

Not yet started

Career History

COMPASS FINANCIAL ADVISORY SERVICES, LLC

Feb 2022 – present

BROKERS FINANCIAL

Dec 2017 – Feb 2022

Ormond Beach, FL

QUESTAR ASSET MANAGEMENT, INC.

Mar 2009 – Nov 2017

ORMOND BEACH, FL

INTERSECURITIES, INC.

Jun 2004 – Jan 2009

ORMOND BEACH, FL

NSA SECURITIES CORPORATION

Sep 2003 – Jun 2004

ORMOND BEACH, FL

WACHOVIA SECURITIES, LLC

Sep 2002 – Sep 2003

DAYTONA BEACH, FL

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Dec 1994 – Jul 2002

WEST PALM BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · December 13, 1994

Years registered · 31

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS FINANCIAL ADVISORY SERVICES, LLC

CRD 316843 · SEC 801-123037

AUM

$354M

Regulatory assets under management

Employees

886 client accounts

Services offered by COMPASS FINANCIAL ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPASS FINANCIAL ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Tara Ashley Sanders offer?

Tara Ashley Sanders specializes in Financial Planning, Investment Management. Contact their office in ORMOND BEACH, Florida for a consultation.

What are Tara Ashley Sanders's credentials?

Tara Ashley Sanders holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tara Ashley Sanders located?

Tara Ashley Sanders is based in ORMOND BEACH, Florida, working with COMPASS FINANCIAL ADVISORY SERVICES, LLC. Their office serves clients in the ORMOND BEACH metropolitan area and surrounding communities.

How does Tara Ashley Sanders charge for services?

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

How large is COMPASS FINANCIAL ADVISORY SERVICES, LLC?

COMPASS FINANCIAL ADVISORY SERVICES, LLC has approximately 10 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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