RBC Capital Markets
27yrs
Top advisor by experience in Hubert
New
Roy Atallah
Financial advisor at Compass Financial Management
Roy Atallah is a fiduciary financial advisor in Hubert, North Carolina, registered since Jun 2026. Roy joined Compass Financial Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Compass Financial Management reports being paid through a percentage of assets.
One of 5 advisors with offices in Hubert, and one of 5 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
OfficeHubert, NC
How the firm is paid ?Percent of assets
Typical client at the firm ?$393,103
Advisors at the firm38
States licensed ?1 state
Services through Compass Financial Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowCompass Financial Management LLCCurrent firm
Questions to ask Roy
Tailored to Roy’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Roy
How do I contact Roy?
Call Compass Financial Management at 813-597-6400 and ask for Roy Atallah. Roy works from the Hubert, NC office.
How long has Roy been a financial advisor?
Roy is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does Roy hold?
Series 65. Tap any license on this page to see what it allows.
Is Roy a fiduciary?
Roy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roy paid?
Compass Financial Management reports being paid by a percentage of the assets they manage. Ask Roy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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