Benefit Financial Services Group
Benefit Financial Services Group (CRD# 143617) is a financial advisory firm headquartered in Irvine, CA. They manage $976,966,481 in 1,978 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management977MILLION
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Total Number of Accounts1,978ACCOUNTS
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Average Account Value$493,916
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AZ, CA, CO, FL, GA, ID, MA, NM, NV, NY, OR, TX, WA
Kyle Nixon (CRD# 6288650) 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.
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.
Patrick Powers (CRD# 1583912) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has 1 year of experience in the finance industry.
Braden Priest (CRD# 6597570) 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.
Christopher Rowey (CRD# 1601388) 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.
Martina Schackman (CRD# 2198637) is an Investment Advisor Representative working at Benefit Financial Services Group in Reno, NV and has over 23 years of experience in the finance industry.
Darren Stewart (CRD# 5178972) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 16 years of experience in the finance industry.
Steven Yamshon (CRD# 1522101) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 5 years of experience in the finance industry.
Arash Navi (CRD# 7180224) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has 1 year of experience in the finance industry.
Erin Schneider (CRD# 7563397) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has 1 year of experience in the finance industry.