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Benefit Financial Services Group financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Benefit Financial Services Group office in Irvine, A to Z.
The short answer
14 registered advisors work at Benefit Financial Services Group in Irvine, out of 22 at the firm nationwide; it ranks number 26 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Benefit Financial Services Group advisors in Irvine, A to Z
Every Benefit Financial Services Group advisor →- Michael A. AllbeeCertified Financial Planner
- Mark L. BlomCertified Financial Planner
- Nicole E. ChouInvestment adviser rep
- Antonia A. LipovacInvestment adviser rep
- Aksana MunozInvestment adviser rep
- Arash NaviCertified Financial Planner
- Kyle H. NixonInvestment adviser rep
- Chad A. NooraniInvestment adviser rep
- Patrick D. PowersCertified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Christopher S. RoweyInvestment adviser rep
- Darren R. StewartInvestment adviser rep
- Henry J. VanbuskirkCertified Financial Planner
- Robert VerdugoInvestment adviser rep
- Steven L. YamshonInvestment adviser rep
Benefit Financial Services Group advisors in every city and state →Benefit Financial Services Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Benefit Financial Services Group advisors in other cities
Phoenix, AZ 4Heath, TX 1Holly Ridge, NC 1Lakewood Ranch, FL 1Reno, NV 1
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27
Questions
How many financial advisors does Benefit Financial Services Group have in Irvine?
14 investment adviser representatives are registered at Benefit Financial Services Group offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Benefit Financial Services Group one of the largest advisor employers in Irvine?
Benefit Financial Services Group ranks number 26 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.
How do I check a Benefit Financial Services Group advisor in Irvine?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Benefit Financial Services Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.