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MM

Michael C. Marion

BENEFIT FUNDING SERVICES
Scottsdale, AZ 85253
Some features on this profile are disabled
CRD#: 6155356
MM

Professional summary

Michael Charles Marion, CFP® is a registered financial professional currently at BENEFIT FUNDING SERVICES, LLC located in Scottsdale, Arizona.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2013. Michael has worked at 3 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Michael Charles Marion'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®
CFP®

Certified Financial Planner

Experience

Current

February 21, 2025 - Present

BENEFIT FUNDING SERVICES, LLC

Office #1: 7001 N Scottsdale Rd, Sye 1055, Scottsdale, AZ 85253Office #2: 7700 Irvine Center Drive, Suite 800, Irvine, CA 92618
BD
CRD#: 44079
Scottsdale, AZ
Past

October 3, 2024 - January 29, 2025

CAPITAL SYNERGY PARTNERS

BD
CRD#: 148733
IRVINE, CA
Past

February 12, 2013 - April 11, 2014

BMA SECURITIES, LLC

BD
CRD#: 108219
SANTA ANA, 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
Arizona
(10/2/2025)
RR
California
(10/2/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/22/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/27/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/19/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/11/2013
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#: 44079Scottsdale, AZ 85253

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