Benjamin Defoor (CRD# 6314458) is an Investment Advisor Representative working at Soar Financial LLC in Murfreesboro, TN and has over 10 years of experience in the finance industry.
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ben Defoor, Sole Proprietor | Manchester, TN | Nov 2023 - Current | < 1 |
| B And T Developments LLP | Murfreesboro, TN | Sep 2023 - Current | < 1 |
| Mid Tn Developments LLC | Murfreesboro, TN | Sep 2023 - Current | < 1 |
| American Trust Investment Services, Inc. | Murfreesboro, TN | Apr 2022 - Current | 2 |
| Soar Insurance Llc Dba Soar Recruiting | Murfreesboro, TN | Mar 2022 - Current | 2 |
| Lead Wizards LLC | Murfreesboro, TN | Aug 2021 - Current | 2 |
| Soar Investing & Taxes LLC | Murfreesboro, TN | Aug 2020 - Current | 3 |
| Ben Defoor, Sole Proprietor | Mrfreesboro, TN | Mar 2014 - Mar 2022 | 8 |
| Soar Financial LLC | Murfreesboro, TN | Feb 2017 - Aug 2021 | 4 |
| Securities Service Network, LLC | Murfreesboro, TN | Nov 2016 - Aug 2020 | 3 |
| Ssn Advisory, Inc. | Murfreesboro, TN | Nov 2016 - Jul 2020 | 3 |
| Ccf Investments, Inc. | Greensboro, GA | Mar 2014 - Nov 2016 | 2 |
| Capital Choice Financial Services | Greensboro, GA | Feb 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
| S63 | Uniform Securities State Law Examination | Apr 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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- LA
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- TX
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Total Assets Under Management14MILLIONS
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Total Number of Accounts197ACCOUNTS
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Average Account Value$70,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, KY, LA, MD, TN, TX
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