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Financial ADVSR advisor directory · SEC adviser records

Benefit Financial Services Group financial advisors in California

Every SEC-registered investment adviser representative at a Benefit Financial Services Group office in California, by city and A to Z.

The short answer

14 registered advisors work at Benefit Financial Services Group in California, out of 22 nationwide; it's the firm's number 1 state by advisors, and the most are in Irvine (16). 5 list the CFP designation and 0 are also registered broker representatives.

Benefit Financial Services Group advisors by city in California

Every firm in California →

Irvine 16

Benefit Financial Services Group advisors in California, A to Z

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Benefit Financial Services Group advisors in every state →Benefit Financial Services Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Benefit Financial Services Group in other states

Arizona 3

Questions

How many Benefit Financial Services Group financial advisors are in California?

14 investment adviser representatives are registered at Benefit Financial Services Group offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 22 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Benefit Financial Services Group have the most advisors?

Irvine, with 16. Benefit Financial Services Group has advisors in 1 city in California.

How do I check a Benefit Financial Services Group advisor in California?

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.