Chad Noorani, financial advisor Irvine CA
96 score

Chad Noorani

CRD Number: 6254738
Current Firm: Benefit Financial Services Group

Chad Noorani (CRD# 6254738) is an Investment Advisor Representative working at Benefit Funding Services Group in Irvine, CA and has over 4 years of experience in the finance & investment industry.

Chad is also on the board of directors for the CFA Society Orange County, and is the Co-chair of the Education Committee.

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Company Name Location Dates Years
Bfsg, LLC Irvine, CA Sep 2011 - Current 5
Orange Coast Analytical Tustin, CA Dec 2010 - Current 5
Starbucks Coffee Company Santa Ana, CA Mar 2006 - Current 10
Staples Philadelphia, PA Mar 2005 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Chad A. Noorani
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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