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Financial ADVSR advisor directory · SEC adviser records

Benefit Financial Services Group financial advisors

Every SEC-registered investment adviser representative at Benefit Financial Services Group, by the state and city of the office they work from.

22 registered advisors work at Benefit Financial Services Group, in 6 states and 6 cities; the most are in Irvine, CA (14). 9 list the CFP designation and 0 are also registered broker representatives.

Search every Benefit Financial Services Group advisor by name →Who joined and left Benefit Financial Services Group →Benefit Financial Services Group: assets, clients and custodians →

Cities with the most Benefit Financial Services Group advisors

Irvine, CA 14Phoenix, AZ 4Heath, TX 1Holly Ridge, NC 1Lakewood Ranch, FL 1Reno, NV 1

Benefit Financial Services Group advisors by state

Benefit Financial Services Group in California 14

Irvine 14

Benefit Financial Services Group in Arizona 4

Phoenix 4

Benefit Financial Services Group in Florida 1

Lakewood Ranch 1

Benefit Financial Services Group in North Carolina 1

Holly Ridge 1

Benefit Financial Services Group in Nevada 1

Reno 1

Benefit Financial Services Group in Texas 1

Heath 1

Questions

How many financial advisors does Benefit Financial Services Group have?

22 investment adviser representatives are registered with Benefit Financial Services Group, according to the SEC's Investment Adviser Public Disclosure records, in 6 states and 6 cities. 9 list the CFP designation and 0 are also registered as broker representatives.

Where does Benefit Financial Services Group have the most advisors?

Irvine, CA, with 14 registered advisors, then Phoenix, AZ (4). By state, California has the most, with 14.

How do I find a Benefit Financial Services Group financial advisor near me?

Pick your state below, then your city, to see every Benefit Financial Services Group advisor registered at an office there. Each one 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. An advisor registered at Benefit Financial Services Group offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →