Henry The Luong

Employer firm

Csp Financial Group LLC CRD 310819

$119M regulatory AUM 751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• PORTFOLIO ANALYSIS (MRI) SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 01/2021
  Lifetyme Financial Advisors, Llc
  Phoenix, AZ
• 01/2021 → Present
  Henry Luong, Sole Proprietor
  Frederick, MD
• 10/2010 → Present
  United States Patent And Trademark Office
  Alexandria, VA
• 01/2014 → 01/2021
  Lifetyme Financial Group, Llc
  Frederick, MD
• 01/2021 → Present
  Csp Financial Group Llc
  Scottsdale, AZ

Previous Registrations

• 2013-07-31 → 2021-01-22
  Lifetyme Financial Advisors, Llc
  Reston, VA
  Frederick, MD
  Vienna, VA
  Scottsdale, AZ
  Scottsdale, AZ
  Frederick, MD

Other Businesses

UNITED STATES PATENT AND TRADEMARK OFFICE; NON-INVESTMENT RELATED; ALEXANDRIA, VA; PATENT EXAMINER; 10/2010; APPROXIMATELY 180 HOURS/MONTH; 6.5 HOURS DURING SECURITIES TRADING HOURS. Henry The Luong, Sole Proprietor; Investment Related; Fredrick, MD; Insurance Agent; Fixed Insurance Sales; Started 01/2021; Approximately 16 hours per month spent on this activity during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-06