Chad
Noorani
Benefit Financial Services Group
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About this Advisor
Chad Noorani is a financial advisor who works out of Irvine, California, who has 10 years of industry experience. Noorani currently works for Benefit Financial Services Group. Throughout their career, they have worked at Benefit Financial Services Group and Bfsg, LLC. Noorani maintains a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in California. Benefit Financial Services Group is a registered investment firm that has its headquarters in Irvine, CA. The firm has a total of 32 people on staff. It manages $977 million in total assets among its 1,978 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 1,978 customer accounts, 33% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm has a number of services, including 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, educational seminars and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Benefit Financial Services Group most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Benefit Financial Services Group Brokerage Details
$976,966,481
32
1,978
$493,916
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
- Other
Chad Noorani Work History
Chad has been registered as a financial advisor for 10 years.*
Bfsg, LLC
Benefit Financial Services Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Noorani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Benefit Financial Services Group
Irvine, CA
Irvine, CA
Irvine, CA
Phoenix, AZ
Phoenix, AZ
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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