Stacey Lynn Beverley
Investment adviser representative at Compass Financial Group, Inc.
19 yearsExperience
1 stateRegistered in
$429.7MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Compass Financial Group, Inc.Jan 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Compass Financial Group, Inc.
$429.7MAssets managed
120Clients
3Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4678448
- Firm CRD
- 125186