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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Compass Advisory Partners LLC 9 years Aug 2007 - Present
Compass Advisory Group, LLC 2 years, 3 months May 2005 - Aug 2007
FSC Securities Corporation 13 years, 1 month Jul 2003 - Present
Self-Employed Insurance Agent 42 years Sep 1974 - Present
Are You
James Allen Welck Jr?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 11, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Compass Advisory Partners LLC

Last updated on July 8, 2016
    • $109.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $58.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
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