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Benjamin Brandon Defoor

Soar Financial LLC

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About Benjamin Brandon Defoor

Benjamin Brandon Defoor is a financial advisor with over 10 years of experience in the industry. Benjamin is currently registered with Soar Financial LLC and has held previous registrations with Securities Service Network, LLC and CCF Investments, Inc. Benjamin holds Series 6, 7, 63, and 65 licenses. Benjamin's primary focus is on providing financial planning and portfolio management services to individuals and pension and profit-sharing plans. Benjamin is also a Managing Member of Soar Insurance, LLC, which provides long-term care insurance services.

Firm Information

Benjamin Defoor is currently registered with Soar Financial LLC. Soar Financial LLC is a financial advisory firm based in Murfreesboro, Tennessee. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They have approximately $25.6 million in regulatory assets under management and are registered with the SEC.

$25.60M

Assets Under Management

44

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Benjamin Defoor’s Registration & Firm History

TN

08/10/2021 - Present

Soar Financial LLC (MURFREESBORO TN)

TN

11/10/2016 - 08/06/2020

SECURITIES SERVICE NETWORK, LLC (Murfreesboro TN)

TN

03/24/2014 - 11/11/2016

CCF INVESTMENTS, INC. (Nashville TN)

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Licenses & Designations

IA

Issued 10/25/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/24/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Benjamin Brandon Defoor. Review regulatory record here.
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