Financial ADVSR advisor directory · SEC adviser records
Csp Financial Group LLC financial advisors in California
Every SEC-registered investment adviser representative at a Csp Financial Group LLC office in California, by city and A to Z.
The short answer
3 registered advisors work at Csp Financial Group LLC in California, out of 19 nationwide; it's the firm's number 2 state by advisors, and the most are in Clayton (1). 1 list the CFP designation and 0 are also registered broker representatives.
Csp Financial Group LLC advisors by city in California
Every firm in California →Csp Financial Group LLC advisors in California, A to Z
Search by name →- Felicia C. GopaulIrvine · Certified Financial Planner
- Craig W. TompkinsSan Jose
- Tonya S. WhiteClayton
Csp Financial Group LLC advisors in every state →Csp Financial Group LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Csp Financial Group LLC in other states
Questions
How many Csp Financial Group LLC financial advisors are in California?
3 investment adviser representatives are registered at Csp Financial Group LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 19 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Csp Financial Group LLC have the most advisors?
Clayton, with 1, then San Jose (1). Csp Financial Group LLC has advisors in 3 cities in California.
How do I check a Csp Financial Group LLC advisor in California?
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.