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Tonya Shyree White

CSP Financial Group LLC

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About Tonya Shyree White

Tonya Shyree White is a financial advisor with CSP Financial Group LLC. Tonya holds a Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Tonya has been working in the financial services industry since 2012. Tonya has experience working with individuals, pension and profit sharing plans, and other entities. Tonya provides financial planning, portfolio analysis (MRI) services, and educational seminars.

Firm Information

Tonya White 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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Tonya White’s Registration & Firm History

AZ

01/27/2022 - Present

CSP Financial Group LLC (SCOTTSDALE AZ)

CA

05/16/2019 - 06/22/2020

SCF SECURITIES, INC. (WALNUT CREEK CA)

CA

05/04/2017 - 05/29/2019

INFINITY FINANCIAL SERVICES (Clayton CA)

CA

04/19/2012 - 05/04/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (MODESTO CA)

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Licenses & Designations

BC

Issued 02/16/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/31/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tonya Shyree White.
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