KM
Kevin G. Ma
BENEFIT FUNDING SERVICES
IRVINE, CA 92618
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CRD#: 8250450
KM
Kevin Guo MaBENEFIT FUNDING SERVICES
Professional summary
Kevin Guo Ma is a registered financial professional currently at BENEFIT FUNDING SERVICES, LLC located in Irvine, California.
Kevin is registered as a RR (Registered Representative) and started their career in finance in 2026. Kevin has worked at 1 firm and has passed the Series 6TO and SIE exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Kevin Guo Ma's 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®
NoneExperience
Current
July 14, 2026 - Present
BENEFIT FUNDING SERVICES, LLC
Office #1: 100 Spectrum Center Drive Suite 400, Irvine, CA 92618BD
CRD#: 44079
IRVINE, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 6TO
Date: 7/14/2026
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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)
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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)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BFS HOLDINGS, LLC | OWNER | |
| WEBB, WILLIAM DUDLEY JR | PRESIDENT, FINOP AND CHIEF COMPLIANCE OFFICER | 1256777 |
Red Flags
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