Douglas
Miller

Csp Financial Group LLC

CRD#1156146
Investment Advisor
in Scottsdale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Douglas Miller is a financial advisor based in Scottsdale, Arizona, working with Csp Financial Group LLC. Douglas has previously held positions at 360 Wealth Management, Inc, Bridgelight Capital, LLC, Lifetyme Financial Advisors, LLC, Lifetyme Financial Group, LLC, Csp Financial Group LLC, Na, and Csp Financial Group. Douglas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and California. Currently, Douglas is part of Csp Financial Group LLC, which operates out of Scottsdale, Arizona. The firm has 1 office and 25 employees. The services offered by the firm include financial planning services, selection of other advisers, educational seminars, and other services. The fee structure at Csp Financial Group LLC includes hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

14300 North Northsight Blvd Suite 120
Scottsdale, AZ 85260

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Csp Financial Group LLC Brokerage Details

Total Number of Employees

25

AZ Average: 37

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Douglas Miller Work History

2024 - Present (0 year)

Csp Financial Group LLC

2024 - Present (0 year)

Csp Financial Group

2019 - Present (5 years)

Lifetyme Financial Advisors, LLC

2019 - Present (5 years)

Lifetyme Financial Group, LLC

2019 - 2019 (< 1 year)

Bridgelight Capital, LLC

2018 - 2019 (1 year)

Na

2013 - 2018 (5 years)

360 Wealth Management, Inc

Disclosures

Please visit the SEC profile of Douglas Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Csp Financial Group LLC

Nicholas Der
Scottsdale, AZ
Hayden Santos
Scottsdale, AZ
Kai Jacobs
Scottsdale, AZ
Monica Boulter
Scottsdale, AZ
Travis Eiklor
Scottsdale, AZ
Douglas Miller
Scottsdale, AZ
Jacqueline French
Scottsdale, AZ
Kim Trinh
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started