Henry
Luong

Csp Financial Group LLC

CRD#4034039
Investment Advisor
in Frederick, MD

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About this Advisor

Henry Luong is a financial advisor based in Frederick, Maryland, working with Csp Financial Group LLC. Henry has previously held positions at Lifetyme Financial Advisors, LLC, Csp Financial Group, Plush Gelato & Coffee, United States Patent And Trademark Office, Lifetyme Financial Group, LLC, and Csp Financial Group LLC. Henry has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia, Georgia, Maryland, and Virginia. Currently, Henry is part of Csp Financial Group LLC, which operates out of Frederick, Maryland. 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

1509 Homestead Avenue Suite Csp
Frederick, MD 21702

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Csp Financial Group LLC Brokerage Details

Total Number of Employees

25

MD Average: 37

Investment Advisory Services

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

Henry Luong Work History

2021 - Present (3 years)

Csp Financial Group LLC

2013 - Present (11 years)

Csp Financial Group

2010 - Present (14 years)

United States Patent And Trademark Office

2014 - 2021 (7 years)

Lifetyme Financial Group, LLC

2013 - 2021 (8 years)

Lifetyme Financial Advisors, LLC

2010 - 2015 (5 years)

Plush Gelato & Coffee

Disclosures

Please visit the SEC profile of Henry Luong 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
Travis Eiklor
Scottsdale, AZ
Douglas Miller
Scottsdale, AZ
Kim Trinh
Scottsdale, AZ
Jacqueline French
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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