He Ma
Investment adviser representative at Csp Financial Group LLC
12 yearsExperience
2 statesRegistered in
$150.6MFirm assets
3 yearsFirm in business
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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
12 years in the industry.
- Csp Financial Group, LLCJun 2024 to now
- Jm Capital Group LLCMar 2019 to now
- He Ma, Sole ProprietorJul 2018 to now
- GohealthApr 2023 to Feb 2024
- Strategic Healthcare Financial Advisors, LLCApr 2022 to Dec 2023
- UnitedhealthcareMar 2021 to Mar 2023
- Language Line SolutionsDec 2019 to Mar 2021
- Lifetyme Financial Advisors, LLCJun 2017 to Jun 2024
- Lifetyme Financial Group, LLCJun 2017 to Jun 2024
- Healthcare Solutions TeamOct 2016 to Jun 2018
- Cerna Health CareOct 2014 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6007638
- Firm CRD
- 310819