Nicole
Chou

Benefit Financial Services Group

CRD#7039360
Investment Advisor
in Irvine, CA

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About this Advisor

Nicole Chou is a financial advisor working in Irvine, California with 5 years of relevant experience. Chou is an employee of Benefit Financial Services Group. During their career, the advisor has held roles at Bfsg, LLC, Sperry Equities, State Street, Present Value Properties, Pacific Private Wealth Management, Hull & Company, Integrated Endoscopy, High School / College and Student. Chou maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in California. Benefit Financial Services Group is a firm operating out of Irvine, CA. The company has a total of 32 people on staff. It oversees $977 million in assets between its 1,978 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 10 charitable organizations. Of its 1,978 client accounts, 33% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company provides a number 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. Financial management fee schedules vary depending on the financial services. Fees charged by Benefit Financial Services Group likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2040 Main Street Suite 720
Irvine, CA 92614

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Benefit Financial Services Group Brokerage Details

Total Assets Under Management

$976,966,481

CA Average: $7,578,581,321
Total Number of Employees

32

CA Average: 43
Total Number of Accounts

1,978

CA Average: 3,727
Average Account Size

$493,916

CA Average: $2,033,427

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

Nicole Chou Work History

Nicole has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Bfsg, LLC

2018 - Present (6 years)

Bfsg, LLC

2017 - 2017 (< 1 year)

Sperry Equities

2016 - 2016 (< 1 year)

State Street

2015 - 2016 (1 year)

Present Value Properties

2014 - 2014 (< 1 year)

Pacific Private Wealth Management

2014 - 2014 (< 1 year)

Hull & Company

2014 - 2014 (< 1 year)

Student

2013 - 2013 (< 1 year)

Integrated Endoscopy

2013 - 2013 (< 1 year)

Student

2008 - 2013 (5 years)

High School / College

*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 Nicole Chou 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

Aksana Munoz
Irvine, CA
Kyle Nixon
Irvine, CA
Mark Blom
Irvine, CA
Justin Nardo
Phoenix, AZ
Henry Vanbuskirk
Irvine, CA
Thomas Steffanci
Phoenix, AZ
Erin Schneider
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.

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