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David Crawford Champion

Stonex Advisors Inc.

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About David Crawford Champion

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.

Firm Information

David Champion is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

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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David Champion’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Crawford Champion. Review regulatory record here.
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