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Charles Arthur Pettit

CSP Financial Group LLC

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About Charles Arthur Pettit

Charles Pettit is a financial professional with over 20 years of experience in the financial services industry. Charles is currently registered with CSP Financial Group LLC. Charles has experience providing a wide range of financial planning and investment services to individuals and families. He specializes in working with retirement planning, college savings, and estate planning.

Firm Information

Charles Pettit is currently registered with CSP Financial Group LLC. CSP Financial Group LLC is a Scottsdale, Arizona-based firm with 12 licensed agents and 20 investment advisor representatives. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio analysis (MRI) services. They have approximately 600 clients, primarily individuals other than high-net-worth, and 5 pension and profit-sharing plans.
CSP Financial Group LLC

14300 NORTH NORTHSIGHT BLVD

SCOTTSDALE, AZ 85260

Not reported

Assets Under Management

600

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio analysis (mri) services

Portfolio analysis (mri) services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Co-advisor fees

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Charles Pettit’s Registration & Firm History

AZ

12/09/2020 - Present

CSP Financial Group LLC (SCOTTSDALE AZ)

MD

01/01/2010 - 12/13/2011

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (FREDERICK MD)

MD

04/04/2002 - 12/31/2007

WORLD GROUP SECURITIES, INC. (GERMANTOWN MD)

GA

08/15/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

CO

03/31/1995 - 02/21/1996

UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)

AZ

09/23/1994 - 03/31/1995

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

IA

Issued 04/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/12/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Arthur Pettit.
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