Champion Financial Planning Group, LLC
Champion Financial Planning Group, LLC (CRD# 126793) is a financial advisory firm headquartered in Annapolis, MD. They manage $64,215,578 in 113 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Champion Financial Planning Group, LLC
By the Numbers
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Total Assets Under Management64MILLION
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Total Number of Accounts113ACCOUNTS
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Average Account Value$568,279
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Champion Financial Planning Group, LLC
1
David Ballard (CRD# 2368226) is an Investment Advisor Representative working at Champion Financial Planning Group, LLC in Annapolis, MD and has over 30 years of experience in the finance industry.
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