AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KM

Kevin C. Martin

BENEFIT FUNDING SERVICES
Santa Monica, CA 90403-2364
Some features on this profile are disabled
CRD#: 4372663
KM

Professional summary


Kevin Charles Martin, who also goes by Kevin Charles Martin, Kevin Martin, is a registered financial professional currently at BENEFIT FUNDING SERVICES, LLC located in Santa Monica, California.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2001. Kevin has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin Charles Martin | Kevin Martin

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 Kevin Charles Martin'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

July 23, 2025 - Present

BENEFIT FUNDING SERVICES, LLC

Office #1: 3029 Wilshire Blvd Suite 200, Santa Monica, CA 90403-2364
BD
CRD#: 44079
Santa Monica, CA
Past

January 21, 2015 - July 23, 2025

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
Santa Monica, CA
Past

May 25, 2012 - July 29, 2014

NYLIFE SECURITIES LLC

BD
CRD#: 5167
LOS ANGELES, CA
Past

April 27, 2001 - May 2, 2012

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LOS ANGELES, CA

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
California
(7/23/2025)
RR
Connecticut
(7/23/2025)
RR
Delaware
(7/23/2025)
RR
New Jersey
(7/23/2025)
RR
Pennsylvania
(7/23/2025)
RR
South Carolina
(7/23/2025)
RR
Virginia
(7/23/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 8/16/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 Monica, CA 90403-2364

TRUST BUT VERIFY

Monitor Kevin Martin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Danielle Purcell Barrios
Danielle BarriosAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Beverly Hills, CA
Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Los Angeles, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics