Mark
Mollon

Csp Financial Group LLC

CRD#5907045
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Mark Mollon is a financial advisor based in Scottsdale, Arizona, working with Csp Financial Group LLC. Mark has previously held positions at Legacy Builder Group, Lifetyme Financial Advisors, LLC, Lbg Financial Services, Lifetyme Financial Group, LLC, and Csp Financial Group LLC. Mark has passed the Series 65 regulatory exam and is registered to provide services in California, District of Columbia, Florida, Georgia, Louisiana, Maryland, Massachusetts, New York, North Carolina, South Carolina, Texas, and Virginia. Currently, Mark 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 65

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

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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

Mark Mollon Work History

2021 - Present (4 years)

Csp Financial Group LLC

2008 - Present (17 years)

Legacy Builder Group

2014 - 2021 (7 years)

Lifetyme Financial Group, LLC

2012 - 2021 (9 years)

Lifetyme Financial Advisors, LLC

2008 - 2014 (6 years)

Lbg Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Mollon 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

Monica Boulter
Scottsdale, AZ
Hayden Santos
Scottsdale, AZ
Nicholas Der
Scottsdale, AZ
Kai Jacobs
Scottsdale, AZ
Douglas Miller
Scottsdale, AZ
Travis Eiklor
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.

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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.

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