Tamara Andrea Dickerson
Investment adviser representative at Compass Wealth
19 yearsExperience
2 statesRegistered in
$111.9MFirm assets
4 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 assets
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 Retirement GroupMay 2022 to now
- Compass WealthApr 2022 to now
- Compass Retirement SolutionsDec 2020 to now
- N/aSep 2020 to Nov 2020
- Hollywood CasinoJul 2007 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Compass Wealth
Legal name: Compass Retirement Group LLC
$111.9MAssets managed
766Clients
7Advisers
4 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
- 7495661
- Firm CRD
- 282420