Benefit Financial Services Group
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About this Advisor
Justin Nardo is a certified financial planner working in Phoenix, Arizona, with 11 years in the industry. Nardo is an advisor for Benefit Financial Services Group. Throughout their career, Nardo has worked at The Vanguard Group, Inc, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Next Financial Group Inc, Pacwest Financial Management, Inc, Fidelity Brokerage Services LLC, Arizona State University, Strategic Advisers, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Benefit Financial Services Group. Nardo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Benefit Financial Services Group is a business that has its headquarters in Phoenix, Arizona. The firm has a total of 28 advisors. It handles $445 million in total assets across its 1,072 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 1,072 customer accounts, 30% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Benefit Financial Services Group has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the type of financial services offered. Fees charged by Benefit Financial Services Group may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Benefit Financial Services Group Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Justin Nardo Work History
Justin has 12 years of experience.
Benefit Financial Services Group
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity Brokerage Services LLC
Strategic Advisers, Inc
Pacwest Financial Management, Inc
Next Financial Group Inc
Arizona State University
Usaa Financial Advisors Inc
Usaa Financial Planning Services
The Vanguard Group, Inc
Justin Nardo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Benefit Financial Services Group