Team managing $221 million joins Woodbury from Raymond James
The trio of advisers operates as Compass Wealth Solutions and is based in Portland, Indiana.
Compass Wealth Solutions, a three-adviser practice in Portland, Indiana, that oversees $221 million, has switched its affiliation to Woodbury Financial Services from Raymond James.
Woodbury is a unit of Advisor Group.
Compass is led by Annette Alexander and includes registered representatives Tamra Kaufman and Brandon Mock, and two staff members.
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