Csa Wealth Management, LLC

Csa Wealth Management, LLC (CRD# 131381) is a financial advisory firm headquartered in Axton, VA. They manage $30,435,446 in 113 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $269,340
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC, VA

Financial Advisors at Csa Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lucinda C. Showalter
CRD#: 1094253
Axton, VA
83
Wealthminder
score

Lucinda Showalter (CRD# 1094253) is an Investment Advisor Representative working at Csa Wealth Management, LLC in Axton, VA and has over 33 years of experience in the finance industry.

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