Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Trinh is a registered Investment Advisor Representative with CSP Financial Group LLC. Kim holds a Series 65 license. Kim has over 4 years of experience in the financial services industry. Prior to joining CSP Financial Group LLC, Kim worked at Matson Money, Inc., Landmark Worldwide and N2 Publishing. Kim is a licensed Investment Advisor Representative in Arizona and holds registrations in California, Oklahoma and Arizona. Kim is dedicated to providing financial advice to individuals and businesses. Kim specializes in portfolio analysis, financial planning and educational seminars. Kim has a strong commitment to providing clients with the highest level of service.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Portfolio analysis (mri) services
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.
Set rates for specific services, regardless of time or assets managed.
Co-advisor fees
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AZ
02/12/2024 - Present
CSP Financial Group LLC (SCOTTSDALE AZ)
IA
Issued 06/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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