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KE

Karin J. Egan

BENEFIT FUNDING SERVICES
Santa Rosa Beacnh, FL
Some features on this profile are disabled
CRD#: 2582419
KE

Professional summary

Karin Jane Egan, who also goes by Karin Jane Ashburn, Karin Jane Healey, is a registered financial professional currently at BENEFIT FUNDING SERVICES, LLC located in Santa Rosa Beacnh, Florida.

Karin is registered as a RR (Registered Representative) and started their career in finance in 1995. Karin has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Karin Jane Ashburn | Karin Jane Healey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Karin Jane Egan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 28, 2025 - Present

BENEFIT FUNDING SERVICES, LLC

BD
CRD#: 44079
Santa Rosa Beacnh, FL
Past

March 8, 1995 - January 17, 2023

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(5/28/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/28/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/7/1995
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BF
BENEFIT FUNDING SERVICES, LLC
BENEFIT FUNDING SERVICES, LLC

CRD#: 44079 / SEC#: , 8-50527

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
100 Spectrum Center Drive Suite 400, Irvine, CA 92618
Mailing Address
100 Spectrum Center Drive Suite 400, Irvine, CA 92618
Phone number
(424) 476-5445
Established
Nevada since 09/11/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BFS HOLDINGS, LLCOWNER
WEBB, WILLIAM DUDLEY JRPRESIDENT, FINOP AND CHIEF COMPLIANCE OFFICER1256777

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BENEFIT FUNDING SERVICES, LLC

CRD#: 44079Santa Rosa Beacnh, FL

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