Truman
Price

Csp Financial Group LLC

CRD#7413273
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Truman Price is a financial advisor based in Scottsdale, Arizona, working with Csp Financial Group LLC. Truman has previously held positions at Csp Financial Group LLC and Tea Light Cafe, and has spent the past 10 years in school. Truman has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, and Maryland. Currently, Truman is part of Csp Financial Group LLC, which operates out of Scottsdale, Arizona. The firm has one 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

Truman Price Work History

2021 - Present (3 years)

Csp Financial Group LLC

2019 - Present (5 years)

Tea Light Cafe

2010 - Present (14 years)

I Have Been In School For The Past 10 Years. Both

Disclosures

Please visit the SEC profile of Truman Price 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
Nicholas Der
Scottsdale, AZ
Hayden Santos
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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