Benefit Financial Services Group

Benefit Financial Services Group (CRD# 143617) is a financial advisory firm headquartered in Irvine, CA. They manage $1,104,636,077 in 1,860 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,105
    MILLION
  • Total Number of Accounts
    1,860
    ACCOUNTS
  • Average Account Value
    $593,890
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, NJ, 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
2040 Main Street, Suite 720, Irvine, CA 92614

Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 14 years of experience in the finance industry. Michael Allbee 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.

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 21 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 31 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 3 years of experience in the finance industry.

5
Paul D. Horn
CRD#: 4887249
2040 Main Street, Suite 720, Irvine, CA 92614

Paul Horn (CRD# 4887249) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 17 years of experience in the finance industry. Paul Horn 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
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 26 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.

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 26 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 over 3 years 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 8 years of experience in the finance industry.

10
Justin J. Nardo
CRD#: 5607324
1643 E. Bethany Home Road, Phoenix, AZ 85016

Justin Nardo (CRD# 5607324) is an Investment Advisor Representative working at Benefit Financial Services Group in Phoenix, AZ and has over 13 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.

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