Best Investors Account Sign in
Inactive

Michael Angelo Allbee

Benefit Financial Services Group

Irvine, CA

Claim This Profile
Current Employers
Benefit Financial Services Group

2040 Main Street Suite 720, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-03-16
CA RA APPROVED 2016-01-16
  • TX RA
    APPROVED_RES
    Since 2016-03-16
  • CA RA
    APPROVED
    Since 2016-01-16

Branch Locations

2040 Main Street Suite 720, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Benefit Financial Services Group Irvine CA 01/2016 Present
Previous Registrations
  • 2008-02-11 → 2016-03-28
    Powers Capital Investments, Inc.
    Anaheim Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-08
  • S65 Uniform Investment Adviser Law Examination
    2008-02-08
Designations

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
STRATOS WEALTH PARTNERS, LTD

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor