Robert
Verdugo
Benefit Financial Services Group
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About this Advisor
Robert Verdugo is a financial advisor who works out of Irvine, California with 4 years of industry experience. Verdugo is an employee of Benefit Financial Services Group. Throughout their career, they have worked at Benefit Financial Services Group, Stevens First Principles Investment Advisors, Los Angeles Angels Of Anaheim, Llp and Pirates Dinner Adventure. Verdugo holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California. Benefit Financial Services Group is a financial advisory firm that has its headquarters in Irvine, CA. It has a total of 32 advisors. It administers $977 million in assets across its 1,978 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves 10 charities and foundations. Of its 1,978 customer accounts, 33% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a broad range 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 fees largely vary depending on which services the firm provides the client. Fee types billed by Benefit Financial Services Group likely are comprised of any blend 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
Robert Verdugo Work History
Robert has been registered as a financial advisor for 4 years.*
Benefit Financial Services Group
Stevens First Principles Investment Advisors
Los Angeles Angels Of Anaheim, Llp
Pirates Dinner Adventure
*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 Robert Verdugo 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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