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Benjamin Casey Debord

Rovia Tree Financial LLC

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About Benjamin Casey Debord

Benjamin Casey Debord is an investment advisor representative at Rovia Tree Financial LLC, a firm based in Lebanon, OH. Benjamin Debord has been with Rovia Tree Financial since July 2019. The firm offers financial planning and portfolio management for individuals. Benjamin Debord is registered with the state of Ohio and holds a Series 65 license.

Firm Information

Benjamin Debord is currently registered with Rovia Tree Financial LLC. Rovia Tree Financial LLC is a financial advisor with one investment advisor representative. They provide financial planning services to individuals other than high-net-worth individuals, with assets under management of $0. They have a website at roviatree.com and social media presences on Facebook and Twitter.

Not reported

Assets Under Management

Not reported

Total Clients

1

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.

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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Benjamin Debord’s Registration & Firm History

OH

10/17/2019 - Present

Rovia Tree Financial LLC (LEBANON OH)

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Licenses & Designations

IA

Issued 05/24/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Casey Debord.
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