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).

Current Firm Details
2602 Merchants Walk, Suite A, Murfreesboro, TN 37128
https://www.facebook.com/murfreesborofinancialadvisor/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $70,051
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, KY, LA, MD, TN, TX

Financial Advisors at Soar Financial LLC
Showing 1 - 5 of 5 top financial advisors.
1
Benjamin Defoor, financial advisor Murfreesboro TN
Benjamin B. Defoor
CRD#: 6314458
2602 Merchants Walk, Suite A, Murfreesboro, TN 37128

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.

2
Joey Martin, financial advisor Rosharon TX
Joey S. Martin
CRD#: 6247008
Rosharon, TX

Joey Martin (CRD# 6247008) is an Investment Advisor Representative working at Soar Financial LLC in Rosharon, TX and has over 10 years of experience in the finance industry.

3
James Blevins, financial advisor Murfreesboro TN
James A. Blevins
CRD#: 7445185
2602 Merchants Walk, Suite A, Murfreesboro, TN 37128

James Blevins (CRD# 7445185) is an Investment Advisor Representative working at Soar Financial LLC in Murfreesboro, TN and has over 2 years of experience in the finance industry.

4
Jason Bridges, financial advisor Upper Marlboro MD
Jason F. Bridges
CRD#: 7856731
Upper Marlboro, MD

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.

5
Bancy Philip, financial advisor Alpharetta GA
Bancy Philip
CRD#: 7692132
6495 Shiloh Rd, Suite 220, Alpharetta, GA 30005

Bancy Philip (CRD# 7692132) is an Investment Advisor Representative working at Soar Financial LLC in Alpharetta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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