Benjamin L. Champion

LEGACY TRUST ADVISORS LLC

Tavares, FL

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CRD#: 2314091

Professional summary

Benjamin Laurens Champion is a registered financial advisor currently at LEGACY TRUST ADVISORS LLC located in Tavares, Florida.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Benjamin has worked at 3 firms and has passed the SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Versorium LLC, MGM, 2023, 10 HR/Mth during trading, Non-IR; Peach Pie LLC, MGM, 2024, 2 Hr/Mth During Trading; Aguas Frescas LLC, MGM, 2024, 2 Hr/Mth During Trading; Green Wheat Management LLC,MGM,2015,5HR/Mth During trading; SYP Timber LLC,MGM,2016,5HR/Mth during trading,Tree Frog Realty LLC, Real estate sales,MGM,2007,25HR/MTH DUR TRD,MGM; STRUCTURED MANAGEMENT LLC,NON-IR,MGMNT,MGR,1 HR MTH DUR TRD,MGR. DRAGONFLY TAX SERVICES LLC,NON-IR,MGMNT,MGR,1 HR MTH DUR TRD,MGR. ALL OF THESE OTHER BUSINESSES LOCATED AT 15012 Colley Dr, Tavares, FL 32778

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Laurens Champion's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 8, 2016 - Present

LEGACY TRUST ADVISORS LLC

RIA

CRD#: 281257

Tavares, FL

Past

December 8, 2016 - December 31, 2022

LEGACY TRUST ADVISORS LLC

RIA

CRD#: 281257

TAVARES, FL

Past

July 21, 2003 - November 30, 2015

QUINT CAPITAL CORPORATION

RIA

CRD#: 26586

MOUNT DORA, FL

Past

October 7, 1996 - August 17, 2015

QUINT CAPITAL CORPORATION

CRD#: 26586

MOUNT DORA, FL

Past

April 12, 1993 - October 21, 1996

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/8/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

SIE

Date: 8/17/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/8/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/14/2005

General Securities Principal Examination

Current Firm

LEGACY TRUST ADVISORS LLC

CRD#: 281257 / SEC#:

Florida

Registered Investment Advisory firm - (12/8/2016 Approved)

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Contact information

Main Address

Tavares, FL

Mailing Address

Phone number

(352) 383-1213

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 4,102,701

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Benjamin L. Champion

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Laurens Champion's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY TRUST ADVISORS LLC

LEGACY TRUST ADVISORS LLC

QUINT CAPITAL CORPORATION

QUINT CAPITAL CORPORATION

WALNUT STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

SIE

Date: 8/17/2015

Series 7

Date: 4/8/1993

Series 24

Date: 7/14/2005

Current Firm

LEGACY TRUST ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY TRUST ADVISORS LLC

TRUST BUT VERIFY

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