Benefit Financial Services Group

Benefit Financial Services Group (CRD# 143617) is a financial advisory firm headquartered in Irvine, CA. They manage $854,149,092 in 1,625 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    854
    MILLION
  • Total Number of Accounts
    1,625
    ACCOUNTS
  • Average Account Value
    $525,630
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, ID, MA, MI, NM, NV, NY, OR, TX, WA

Financial Advisors at Benefit Financial Services Group
Showing 1 - 10 of 21 top financial advisors.
1
Michael A. Allbee
CRD#: 5411348
8141 East Kaiser Blvd., Suite 300, Anaheim Hills, CA 92808

Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Anaheim Hills, CA and has over 12 years of experience in the finance industry.

2
Mark L. Blom
CRD#: 1706044
2040 Main Street, Suite 720, Irvine, CA 92614

Mark Blom (CRD# 1706044) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 19 years of experience in the finance industry. Mark Blom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John C. Campbell
CRD#: 2137874
2040 Main Street, Suite 720, Irvine, CA 92614

John Campbell (CRD# 2137874) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 29 years of experience in the finance industry.

4
Nicole E. Chou
CRD#: 7039360
2040 Main Street, Suite 720, Irvine, CA 92614

Nicole Chou (CRD# 7039360) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 2 years of experience in the finance industry.

5
Keith M. Johnson
CRD#: 2666739
2040 Main Street, Suite 720, Irvine, CA 92614

Keith Johnson (CRD# 2666739) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 25 years of experience in the finance industry. Keith Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Charles Kassicieh
CRD#: 6604398
1643 E. Bethany Home Road, Phoenix, AZ 85016

Charles Kassicieh (CRD# 6604398) is an Investment Advisor Representative working at Benefit Financial Services Group in Phoenix, AZ and has over 5 years of experience in the finance industry.

7
Grace Lau
CRD#: 2766928
1643 E. Bethany Home Rd., Phoenix, AZ 85016

Grace Lau (CRD# 2766928) is an Investment Advisor Representative working at Benefit Financial Services Group in Phoenix, AZ and has over 24 years of experience in the finance industry.

8
Antonia A. Lipovac
CRD#: 6795531
2040 Main Street, Suite 720, Irvine, CA 92614

Antonia Lipovac (CRD# 6795531) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has 1 year of experience in the finance industry.

9
Aksana Munoz
CRD#: 6177063
2040 Main Street, Suite 720, Irvine, CA 92614

Aksana Munoz (CRD# 6177063) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 6 years of experience in the finance industry.

10
Justin J. Nardo
CRD#: 5607324
2040 Main Street, Suite 720, Irvine, CA 92614

Justin Nardo (CRD# 5607324) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 12 years of experience in the finance industry. Justin Nardo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.