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Financial ADVSR advisor directory · SEC adviser records

Csp Financial Group LLC financial advisors in Scottsdale, AZ

Every SEC-registered investment adviser representative at a Csp Financial Group LLC office in Scottsdale, A to Z.

The short answer

7 registered advisors work at Csp Financial Group LLC in Scottsdale, out of 19 at the firm nationwide; it ranks number 52 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Csp Financial Group LLC advisors in Scottsdale, A to Z

Every Csp Financial Group LLC advisor →

Csp Financial Group LLC advisors in every city and state →Csp Financial Group LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Csp Financial Group LLC advisors in other cities

Phoenix, AZ 2Tucson, AZ 2Clayton, CA 1Irvine, CA 1Land O Lakes, FL 1Plymouth, WI 1San Jose, CA 1Smithtown, NY 1Star Tannery, VA 1Upper Marlboro, MD 1

Other firms in Scottsdale

All Scottsdale advisors →

Vanguard Advisers, Inc. 629Osaic Wealth, Inc. 298United Planners' Financial Services Of America A Limited Partner 158Wells Fargo Clearing Services, LLC 138Merrill Lynch, Pierce, Fenner & Smith Incorporated 134Morgan Stanley 131LPL Financial LLC 109Cetera Investment Advisers LLC 69Ameriprise Financial Services, LLC 68MML Investors Services, LLC 50Equitable Advisors, LLC 48Wells Fargo Advisors Financial Network, LLC 47

Questions

How many financial advisors does Csp Financial Group LLC have in Scottsdale?

7 investment adviser representatives are registered at Csp Financial Group LLC offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Csp Financial Group LLC one of the largest advisor employers in Scottsdale?

Csp Financial Group LLC ranks number 52 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 629.

How do I check a Csp Financial Group LLC advisor in Scottsdale?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Csp Financial Group LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.