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Csp Financial Group LLC CRD 310819
$119M regulatory AUM 751 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-01-26 |
| MD | RA | APPROVED | 2021-01-25 |
| TX | RA | APPROVED | 2021-01-25 |
Branch Locations
Upper Marlboro, MD • United States
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Builder Group | Upper Marlboro | MD | 01/2008 | Present |
| Lifetyme Financial Advisors, Llc | Phoenix | AZ | 01/2012 | 01/2021 |
| Lifetyme Financial Group, Llc | Phoenix | AZ | 05/2014 | 01/2021 |
| Csp Financial Group Llc | Scottsdale | AZ | 01/2021 | Present |
Legacy Builder Group; Investment Related; Upper Marlboro, MD; Insurance Agent; Fixed Insurance Sales; Started 01/2008; Approximately 48 hours spent per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-24 |
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