Csp Financial Group LLC

Csp Financial Group LLC (CRD# 310819) is a financial advisory firm headquartered in Scottsdale, AZ. They serve the financial needs of clients across 27 states (or territories).

Current Firm Details
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ 85260
https://www.cspfgllc.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • 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

Financial Advisors at Csp Financial Group LLC
Showing 11 - 13 of 13 top financial advisors.
11
Urenna Okoye, financial advisor Beltsville MD
Urenna C. Okoye
CRD#: 7749930
5020 Sunnyside Ave., Ste. 206, Beltsville, MD 20705

Urenna Okoye (CRD# 7749930) is an Investment Advisor Representative working at Csp Financial Group LLC in Beltsville, MD and has over 2 years of experience in the finance industry.

12
Truman Price, financial advisor Scottsdale AZ
Truman R. Price
CRD#: 7413273
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ 85260

Truman Price (CRD# 7413273) is an Investment Advisor Representative working at Csp Financial Group LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.

13
Hayden Santos, financial advisor Scottsdale AZ
Hayden Santos
CRD#: 7812814
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ 85260

Hayden Santos (CRD# 7812814) is an Investment Advisor Representative working at Csp Financial Group LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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