Unclaimed Profile

Charles Arthur Pettit

CSP FINANCIAL GROUP LLC·SCOTTSDALE, Arizona

Series 6, Series 26, Series 63, Series 65Clean record15 years registeredCSP FINANCIAL GROUP LLC

14300 NORTH NORTHSIGHT BLVD, SCOTTSDALE, AZ 85260CRD# 2488074Firm CRD# 310819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Arthur Pettit · SCOTTSDALE, AZ

Registration

CRD #2488074 · CSP FINANCIAL GROUP LLC · 15 years registered

Brand Profile

Not yet started

Career History

CSP FINANCIAL GROUP LLC

Nov 2020 – present

LIFETYME FINANCIAL ADVISORS, LLC

Mar 2012 – Jan 2021

PHOENIX, AZ

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC

Apr 2011 – Dec 2011

FREDERICK, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · April 13, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CSP FINANCIAL GROUP LLC

CRD 310819 · SEC 801-128346

Employees

Total firm employees

Services offered by CSP FINANCIAL GROUP LLC

Per Form ADV

Financial planning

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CSP FINANCIAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Charles Arthur Pettit offer?

Charles Arthur Pettit specializes in Financial Planning. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Charles Arthur Pettit's credentials?

Charles Arthur Pettit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Arthur Pettit located?

Charles Arthur Pettit is based in SCOTTSDALE, Arizona, working with CSP FINANCIAL GROUP LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Charles Arthur Pettit charge for services?

Charles Arthur Pettit's firm is compensated through hourly charges, subscription fees, other: co-advisor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CSP FINANCIAL GROUP LLC?

CSP FINANCIAL GROUP LLC has approximately 25 employees. The firm is registered with the SEC as an investment adviser.

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