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Henry Luong, financial advisor Scottsdale AZ

Henry Luong

CRD Number: 4034039
Current Firm: Csp Financial Group LLC
Compensation Model: Fee Only
Henry Luong (CRD# 4034039) is an Investment Advisor Representative working at Lifetyme Financial Advisors, LLC in Frederick, MD and has over 2 years of experience in the finance industry.
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Company Name Location Dates Years
Csp Financial Group LLC Scottsdale, AZ Jan 2021 - Current 3
Csp Financial Group Frederick, MD Apr 2013 - Current 11
United States Patent And Trademark Office Alexandria, VA Oct 2010 - Current 13
Lifetyme Financial Group, LLC Frederick, MD Jan 2014 - Jan 2021 7
Lifetyme Financial Advisors, LLC Phoenix, AZ Jul 2013 - Jan 2021 7
Plush Gelato & Coffee Vienna, VA Oct 2010 - May 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Henry T. Luong
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ 85260
Phone Number: 480-600-9626
Advisor Website: http://www.ltfusa.com/
Firm Website: https://www.cspfgllc.com
Registered State(s):
  • DC
  • GA
  • MD
  • VA
Current Firm Details
Csp Financial Group LLC
Firm's CRD Number: 310819
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ 85260
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, GA, IA, IL, LA, MA, MD, NC, NE, NH, NJ, NM, NV, NY, OK, PA, SC, TN, TX, VA, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.

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