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).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Champion Financial Planning Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David A. Ballard
CRD#: 2368226
801 Compass Way, Suite 216, Annapolis, MD 21401

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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