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Stacey Lynn Beverley

Compass Financial Group, Inc.

Deerfield Beach, FL

CRD 4678448

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Employer firm

Compass Financial Group, Inc. CRD 125186

$430M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • FAMILY OFFICE

From the firm’s Form ADV. Read the guides:

Current Employers
Compass Financial Group, Inc.

665 S.E. 10Th Street Suite 202, Deerfield Beach, FL 33441 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-04-06
  • FL RA
    APPROVED
    Since 2020-04-06

Branch Locations

665 S.E. 10Th Street Suite 202, Deerfield Beach, FL 33441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Compass Financial Group, Inc. Deerfield Beach FL 01/2007 Present
Compass Financial Group, Inc. Deerfield Beach FL 02/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-05
  • S65 Uniform Investment Adviser Law Examination
    2020-03-05
Other Names
  • Stacey Lynn Evans

View on SEC IAPD

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