Soar Financial LLC
Soar Financial LLC (CRD# 309772) is a financial advisory firm headquartered in Murfreesboro, TN. They manage $13,800,000 in 197 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management14MILLION
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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
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.
Joey Martin (CRD# 6247008) is an Investment Advisor Representative working at Soar Financial LLC in Murfreesboro, TN and has over 10 years of experience in the finance industry.
James Blevins (CRD# 7445185) is an Investment Advisor Representative working at Soar Financial LLC in Knoxville, TN and has over 2 years of experience in the finance industry.
Jason Bridges (CRD# 7856731) is an Investment Advisor Representative working at Soar Financial LLC in Upper Marlboro, MD and has 1 year of experience in the finance industry.
Bancy Philip (CRD# 7692132) is an Investment Advisor Representative working at Soar Financial LLC in Murfreesboro, TN and has 1 year of experience in the finance industry.