Leala Ruangtragool
Investment adviser representative at Csp Financial Group LLC
10 yearsExperience
1 stateRegistered in
$150.6MFirm assets
3 yearsFirm in business
Are you Leala Ruangtragool? Claim your profile
Contact this firm
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.
- Leala Ruangtragool, Sole ProprietorJun 2026 to now
- Csp Financial Group, LLCApr 2026 to now
- Thai Ventures 002, LLCJul 2020 to now
- Leala Ruangtragool, Sole ProprietorMar 2017 to Jun 2020
- Public Health InstituteJul 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8251289
- Firm CRD
- 310819