Unclaimed
David Crawford Champion is an investment advisor representative with Stonex Advisors Inc. located in Birmingham, Alabama. Stonex Advisors Inc. is a firm with a strong focus on financial planning and portfolio management for individuals and businesses. David has been active in the financial industry since 1985 and is registered with the states of Alabama, Mississippi and South Carolina. David holds the Series 6, 7, 63 and 65 licenses along with the SIE.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AL
05/10/2024 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
AL
08/30/2019 - 05/09/2024
LION STREET FINANCIAL, LLC (Hoover AL)
AL
05/24/2016 - 09/06/2019
FSC SECURITIES CORPORATION (BIRMINGHAM AL)
AL
05/13/2016 - 07/26/2016
SIGNATOR INVESTORS, INC. (VESTAVIA AL)
AL
04/22/2010 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HOOVER AL)
AL
05/20/1985 - 04/26/2010
AXA ADVISORS, LLC (BIRMINGHAM AL)
NY
05/20/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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