Charles Arthur Pettit
Investment adviser representative at Csp Financial Group LLC
26 yearsExperience
4 statesRegistered in
ChFC®Designation
$150.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Csp Financial Group, LLCApr 2020 to now
- Charles Pettit, Sole ProprietorJun 1994 to now
- Ed 4 FedsJan 2020 to Dec 2020
- Lifetyme Financial Group, LLCJan 2014 to Dec 2020
- Lifetyme Financial Advisors, LLCMar 2012 to Jan 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 4 states (AZ, LA, NM, TX).
Csp Financial Group LLC
$150.6MAssets managed
397Clients
21Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2488074
- Firm CRD
- 310819