Charles Arthur Pettit

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

• 03/2012 → 01/2021
  Lifetyme Financial Advisors, Llc
  Scottsdale, MD
• 01/2014 → 12/2020
  Lifetyme Financial Group, Llc
  Scottsdale, AZ
• 01/2020 → 12/2020
  Ed 4 Feds
  Scottsdale, AZ
• 11/2020 → Present
  Csp Financial Group, Llc
  Scottsdale, AZ
• 04/2020 → Present
  Csp Financial Group, Llc
  Scottsdale, AZ
• 06/1994 → Present
  Charles Pettit, Sole Proprietor
  Scottsdale, AZ

Previous Registrations

• 2012-03-12 → 2021-01-20
  Lifetyme Financial Advisors, Llc
  Frederick, MD
  Scottsdale, AZ
  Frederick, MD
  Scottsdale, AZ
• 2011-04-13 → 2011-12-13
  Integrity Alliance, Llc.
  Frederick, MD
  Urbandale, IA
  Frederick, MD

Other Businesses

Charles Pettit, Sole Proprietor; Investment Related; Scottsdale, AZ; Fixed Insurance Sales; Insurance Agent; Approximately 80 hours per month spent during securities trading hours; Started 06/1994.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-12
• S63 Uniform Securities Agent State Law Examination
  1994-08-12

Designations

• Chartered Financial Consultant

Other Names

• Charles Pettit