Mark
Blom
Benefit Financial Services Group
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About this Advisor
Mark Blom is a certified financial planner operating in Irvine, California with a total of 6 years of relevant experience. Blom currently works for Benefit Financial Services Group. Over the course of their career, Blom has held roles at Clarity Financial LLC, Bfsg, LLC and Benefit Financial Services Group. Blom has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Arizona. Benefit Financial Services Group is a firm based in Irvine, CA. The investment advisory business has a total of 32 employees. It controls $977 million in assets among its 1,978 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm provides services to 10 charitable organizations. Of its 1,978 accounts, 33% belong to high-net-worth investors who have more than $1 million in assets available to invest. Benefit Financial Services Group has a wide 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, educational seminars and other services. Fees charged by financial advisors usually vary depending on which services are provided. Fees billed by Benefit Financial Services Group may include 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
Mark Blom Work History
Mark has been registered as a financial advisor for 6 years.*
Bfsg, LLC
Benefit Financial Services Group
Clarity Financial LLC
*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 Mark Blom 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
Irvine, CA
Phoenix, AZ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
