Michael Christopher Poole
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 LLCJan 2021 to now
- Poole Financial Group, Inc. dba Synergy Financial GroupAug 2014 to now
- Lifetyme Financial Advisors, LLCJan 2019 to Jan 2021
- Prosperity Capital AdvisorsJan 2017 to Sep 2018
- Lifetyme Financial Advisors, LLCMay 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6338495
- Firm CRD
- 310819