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Benjamin C. Debord
ROVIA TREE FINANCIAL LLC
Lebanon, OH
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CRD#: 7178102
BD
Professional summary
Benjamin Casey Debord is a registered financial advisor currently at ROVIA TREE FINANCIAL LLC located in Lebanon, Ohio.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Benjamin has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Casey Debord'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
October 17, 2019 - Present
ROVIA TREE FINANCIAL LLC
RIA
CRD#: 305759
Lebanon, OH
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
Ohio(10/17/2019)
Current Firm
RT
ROVIA TREE FINANCIAL LLC
ROVIA TREE FINANCIAL LLC
CRD#: 305759 / SEC#:
Ohio
Registered Investment Advisory firm - (10/17/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lebanon, OH
Mailing Address
Phone number
(614) 581-9097
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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