John Csenge, financial advisor Clearwater FL

John Csenge

CRD Number: 703680
Current Firm: Csenge Advisory Group, LLC

John Csenge (CRD# 703680) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Clearwater, FL and has over 42 years of experience in the finance industry. John Csenge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Econologics Financial Advisors
Professional Designations
Company Name Location Dates Years
Lion Street Financial Clearwater, FL Jul 2018 - Current 3
Lion Street Advisors Clearwater, FL Jul 2018 - Current 3
Csenge Advisory Group, LLC Clearwater, FL Jan 2001 - Current 21
Fsc Securities Corporation Clearwater, FL Jun 1998 - Jul 2018 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1980
S65 NASAA Investment Advisors Law Examination Jan 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John L. Csenge
Phone Number: 727-437-6000
Firm Website: http://csenge.com/
Registered State(s):
  • FL
  • MA
  • NE
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    2,352
    MILLIONS
  • Total Number of Accounts
    9,822
    ACCOUNTS
  • Average Account Value
    $239,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV

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