Benefit Financial Services Group

Benefit Financial Services Group (CRD# 143617) is a financial advisory firm headquartered in Irvine, CA. They manage $163,220,851 in 637 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    637
    ACCOUNTS
  • Average Account Value
    $256,234
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
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, LA, TX

Financial Advisors at Benefit Financial Services Group
Showing 1 - 10 of 13 top financial advisors.
1
Chad A. Noorani
CRD#: 6254738
2040 Main Street, Suite #150, Irvine, CA 92614
96
Wealthminder
score

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.

2
Michael A. Allbee
CRD#: 5411348
8141 East Kaiser Blvd., Suite 300, Anaheim Hills, CA 92808
93
Wealthminder
score

Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Anaheim Hills, CA and has over 9 years of experience in the finance industry.

3
John C. Campbell
CRD#: 2137874
2040 Main Street, Suite #150, Irvine, CA 92614
93
Wealthminder
score

John Campbell (CRD# 2137874) 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.

4
Rachel M. Fequiere
CRD#: 2219182
2040 Main Street, Suite #150, Irvine, CA 92614
93
Wealthminder
score

Rachel Fequiere (CRD# 2219182) 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.

5
Christopher S. Rowey
CRD#: 1601388
2040 Main Street, Suite #150, Irvine, CA 92614
93
Wealthminder
score

Christopher Rowey (CRD# 1601388) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 23 years of experience in the finance industry.

6
Darren R. Stewart
CRD#: 5178972
2040 Main Street, Suite #150, Irvine, CA 92614
93
Wealthminder
score

Darren Stewart (CRD# 5178972) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 10 years of experience in the finance industry.

7
Evan P. Pickering
CRD#: 5976737
2040 Main Street, Suite #150, Irvine, CA 92614
90
Wealthminder
score

Evan Pickering (CRD# 5976737) 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.

8
Patrick D. Powers
CRD#: 1583912
8141 East Kaiser Blvd., Suite 300, Anaheim Hills, CA 92808
90
Wealthminder
score

Patrick Powers (CRD# 1583912) is an Investment Advisor Representative working at Benefit Financial Services Group in Anaheim Hills, CA and has 1 year of experience in the finance industry. Patrick Powers 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.

9
Lisa A. Sellon
CRD#: 6376749
8141 East Kaiser Blvd., Suite 300, Anaheim Hills, CA 92808
90
Wealthminder
score

Lisa Sellon (CRD# 6376749) is an Investment Advisor Representative working at Benefit Financial Services Group in Anaheim Hills, CA and has 1 year of experience in the finance industry. Lisa Sellon 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.

10
Kyle H. Nixon
CRD#: 6288650
8141 East Kaiser Blvd., Suite 300, Anaheim Hills, CA 92808
89
Wealthminder
score

Kyle Nixon (CRD# 6288650) is an Investment Advisor Representative working at Benefit Financial Services Group in Anaheim Hills, CA and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.