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Benjamin B. Defoor
SOAR FINANCIAL LLC
Murfreesboro, TN 37128
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CRD#: 6314458
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Professional summary
Benjamin Brandon Defoor is a registered financial advisor currently at SOAR FINANCIAL LLC located in Murfreesboro, Tennessee and AMERICAN TRUST INVESTMENT SERVICES, INC. located in Murfreesboro, Tennessee.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Benjamin has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
1. Soar Insurance, LLC; Managing Member; started 2022; 4 hrs/mo; Investment Related; May occur during market hours; dba Long Term Care Insurance Professionals of America. 2. Lead Wizards LLC; Managing Member; started 08/2021; Approx 40 hrs/mo; Not Investment Related; May occur during market hours 3. B and T Developments LLP.; General Partner; started 09/2023; Not Investment Related; Approx 10 hrs/mo; May occur during market hours. 4. Mid TN Developments LLC.; General Partner; started 09/2023; Not Investment Related; Approx 10 hrs/mo; May occur during market hours 7. Ben DeFoor, Sole Proprietor; started 11/2023; Investment Related; 0 Ragsdale Rd., Manchester, TN 37355; Land development for personal investment; Less Than 1 hrs/mo occur during market hours 8. Nashville CPA LLC; partner; started 01/2025; Not-Investment Related; 211 Donelson Pike, Suite 110, Nashville, TN 37214; CPA firm, taxes, bookkeeping, payroll; Less Than 5 hrs/mo occur during market hours 9. Southern States Developments LLC.; General Partner; started 08/2025; Not Investment Related; Approx 15 hrs/mo; May occur during market hours
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Brandon Defoor'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®
NoneExperience
Current
August 7, 2020 - Present
SOAR FINANCIAL LLC
Office #1: 2602 Merchants Walk Suite A, Murfreesboro, TN 37128RIA
CRD#: 309772
Murfreesboro, TN
Current
April 12, 2022 - Present
AMERICAN TRUST INVESTMENT SERVICES, INC.
Office #1: 2602 Merchants Walk Suite A, Murfreesboro, TN 37128BD
CRD#: 3001
Murfreesboro, TN
Past
November 16, 2016 - August 6, 2020
SSN ADVISORY, INC.
RIA
CRD#: 126090
MURFREESBORO, TN
Past
November 10, 2016 - August 6, 2020
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
Murfreesboro, TN
Past
March 24, 2014 - November 11, 2016
CCF INVESTMENTS, INC.
BD
CRD#: 136571
Nashville, TN
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/22/2025)
IAR
Florida(7/29/2021)
IAR
Georgia(7/23/2021)
RR
Georgia(1/3/2025)
RR
Illinois(7/8/2024)
IAR
Kentucky(11/24/2020)
RR
Kentucky(4/18/2022)
IAR
Louisiana(7/12/2021)
IAR
Maryland(2/2/2023)
RR
Michigan(12/11/2024)
RR
Nevada(2/12/2024)
IAR
Tennessee(8/7/2020)
RR
Tennessee(4/13/2022)
IAR
Texas(8/10/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SF
SOAR FINANCIAL LLC
J MARTIN FINANCIAL SERVICES | SOAR WEALTH MANAGEMENT | SOAR INVESTING & TAXES LLC | SOAR INVESTING & TAXES | SOAR FINANCIAL LLC | RETIREMENT PLAN ADVISORS LLC | RETIREMENT PLAN ADVISORS
CRD#: 309772 / SEC#:
Florida
Registered Investment Advisory firm - (7/29/2021 Approved)Georgia
Registered Investment Advisory firm - (7/23/2021 Approved)Kentucky
Registered Investment Advisory firm - (11/24/2020 Approved)Louisiana
Registered Investment Advisory firm - (7/12/2021 Approved)Maryland
Registered Investment Advisory firm - (2/2/2023 Approved)Tennessee
Registered Investment Advisory firm - (8/7/2020 Approved)Texas
Registered Investment Advisory firm - (8/10/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2602 Merchants Walk Suite A, Murfreesboro, TN 37128
Mailing Address
Phone number
(615) 410-9267
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 209 |
| AUM (Assets Under Management) | $ 28,200,000 |
Red Flags
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Company Information
SOAR FINANCIAL LLC
CRD#: 309772Murfreesboro, TN 37128TRUST BUT VERIFY
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