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).

By the Numbers
  • Total Assets Under Management
    977
    MILLION
  • Total Number of Accounts
    1,978
    ACCOUNTS
  • Average Account Value
    $493,916
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Benefit Financial Services Group
Showing 11 - 20 of 21 top financial advisors.
11
Kyle H. Nixon
CRD#: 6288650
2040 Main Street, Suite 720, Irvine, CA 92614

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.

12
Chad A. Noorani
CRD#: 6254738
2040 Main Street, Suite 720, Irvine, CA 92614

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.

13
Patrick D. Powers
CRD#: 1583912
2040 Main Street, Suite 720, Irvine, CA 92614

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.

14
Braden L. Priest
CRD#: 6597570
2040 Main Street, Suite 720, Irvine, CA 92614

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.

15
Christopher S. Rowey
CRD#: 1601388
2040 Main Street, Suite 720, Irvine, CA 92614

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.

16
Martina M. Schackman
CRD#: 2198637
Reno, NV

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.

17
Darren R. Stewart
CRD#: 5178972
2040 Main Street, Suite 720, Irvine, CA 92614

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.

18
Steven L. Yamshon
CRD#: 1522101
2040 Main Street, Suite 720, Irvine, CA 92614

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.

19
Arash Navi
CRD#: 7180224
2040 Main Street, Suite 720, Irvine, CA 92614

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.

20
Erin R. Schneider
CRD#: 7563397
2040 Main Street, Suite 720, Irvine, CA 92614

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.

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