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TS

Tara A. Sanders

COMPASS FINANCIAL ADVISORY SERVICES
Ormond Beach, FL 32174
Some features on this profile are disabled
CRD#: 2546811
TS

Professional summary

Tara Ashley Sanders, CFP®, who also goes by Tara A Cameron, Tara Ashley Cameron, Tara Ashley Massebeau, is a registered financial advisor currently at COMPASS FINANCIAL ADVISORY SERVICES, LLC located in Ormond Beach, Florida.

Tara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Tara has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tara A Cameron | Tara Ashley Cameron | Tara Ashley Massebeau

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
COMPASS FINANCIAL MANAGEMENT GROUP, INC;POSITION: President; NATURE: Compass Financial is an S-Corporation for tax purposes that my father, Thomas Massebeau owns. He has insurance agents that work for Compass Financial as 1099 employees and administrative staff that are on his payroll. Compass Financial offers FIA's, life insurance and LTC insurance; INVESTMENT RELATED: DBA for conducting securities and advisory services for clients; NUMBER OF HOURS: 60; SECURITIES TRADING HOURS: All; START DATE: 09/01/2003 ADDRESS: 880 Airport Road, Suite 112A, Ormond Beach FL 32174-4240, United States; DESCRIPTION: Consulting and management of agents and staff. Massebeau Financial; Personal S-Corporation for Accounting Purposes; POSITION: President; NO investment related business; O Hrs Devoted; START 01/01/2014; ADDRESS: 880 Airport Rd #112A Ormond Beach FL 32174 COMPASS FINANCIAL. POSITION: Insurance Agent. NATURE: Insurance licensed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2009 ADDRESS: 880 Airport Rd, Suite 112A, Ormond Beach FL 32174-4240, United States; DESCRIPTION: Not actively selling insurance products. Tarkenton Financial; POSITION: Advisory Board Member; ADDRESS 3340 Peachtree Rd NE #2300 Atlanta, GA; Start Date 2014; 2 hrs per month Seabreeze Baseball Boosters, Inc. Not investment Related. Address: 2700 North Oleander Ave. Daytona Beach, FL 32118. Position/Title: Board Member - fund raising (no access to funds). Start Date: 05/31/2022. Time per month: 2 hours (not during market hours). Duties: Fund Raising (no access to funds).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Ashley Sanders's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

February 7, 2022 - Present

COMPASS FINANCIAL ADVISORY SERVICES, LLC

Office #1: 880 Airport Road, Suite 112a, Ormond Beach, FL 32174
RIA
CRD#: 316843
Ormond Beach, FL
Past

December 14, 2017 - February 2, 2022

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
Ormond Beach, FL
Past

November 17, 2017 - February 2, 2022

INTEGRITY ALLIANCE, LLC.

BD
CRD#: 139627
Ormond Beach, FL
Past

March 6, 2009 - November 21, 2017

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
ORMOND BEACH, FL
Past

January 29, 2009 - November 21, 2017

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
ORMOND BEACH, FL
Past

June 25, 2004 - January 30, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
ORMOND BEACH, FL
Past

June 10, 2004 - January 30, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ORMOND BEACH, FL
Past

September 15, 2003 - June 10, 2004

NSA SECURITIES CORPORATION

RIA
CRD#: 38472
ORMOND BEACH, FL
Past

September 9, 2003 - June 10, 2004

NSA SECURITIES CORPORATION

BD
CRD#: 38472
SCHAUMBURG, IL
Past

September 19, 2002 - September 18, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DAYTONA BEACH, FL
Past

September 18, 2002 - September 18, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

December 13, 1994 - July 12, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WEST PALM BEACH, FL
Past

December 7, 1994 - July 12, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
COMPASS FINANCIAL ADVISORY SERVICES, LLC
COMPASS FINANCIAL ADVISORY GROUP | COMPASS FINANCIAL ADVISORY SERVICES, LLC | COMPASS FINANCIAL ADVISORY GROUP, LLC

CRD#: 316843 / SEC#: 801-123037

RIA
Registered Investment Advisory firm - (1/13/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/7/2022)
IAR
Texas
(12/14/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/21/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/17/2003
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/15/2003
General Securities Sales Supervisor - Options Module Examination

Current Firm

CF
COMPASS FINANCIAL ADVISORY SERVICES, LLC
COMPASS FINANCIAL ADVISORY GROUP | COMPASS FINANCIAL ADVISORY SERVICES, LLC | COMPASS FINANCIAL ADVISORY GROUP, LLC

CRD#: 316843 / SEC#: 801-123037

RIA
Registered Investment Advisory firm - (1/13/2022 Approved)
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Contact information

Main Address
880 Airport Road, Suite 112a, Ormond Beach, FL 32174
Mailing Address
Phone number
(386) 673-5191
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COMPASS FINANCIAL ADVISORY GROUP - DISCLOSURE BROCHURE (7/14/2025)

Regulatory assets under management

Total Number of Accounts941
AUM (Assets Under Management)$ 443,752,515

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COMPASS FINANCIAL ADVISORY SERVICES, LLC

CRD#: 316843Ormond Beach, FL 32174

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