James Cossett Anderson iv
Investment adviser representative at Csp Financial Group LLC
10 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
10 years in the industry.
- Mika's DreamJan 2026 to now
- Csp Financial Group, LLCJul 2021 to now
- James Anderson, Sole ProprietorJan 2020 to now
- Bondurant Racing SchoolDec 2018 to Dec 2019
- Meet RackSep 2017 to Dec 2018
- Realty LinkSep 2017 to Dec 2018
- El Rio Golf CourseJan 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7409708
- Firm CRD
- 310819