Henry Luong has been an investment adviser representative at CSP Financial Group since January 2021, and is not listed among the firm’s executive officers or direct owners.
CSP Financial Group LLC is a Scottsdale, AZ firm with $151M under management, 397 clients and 21 advisers across 18 offices, as of its September 2026 filing.
Henry Luong’s longest registration was 7 years at Lifetyme Financial Advisors, LLC (2013–2021). Before joining CSP Financial Group in 2021, Henry Luong was registered through Lifetyme Financial Advisors, LLC.
- CSP Financial Group LLCCurrent– present · 5 yearsOakland, CA · Adviser representative · Firm CRD 310819
- Lifetyme Financial Advisors, LLC– · 7 yearsFrederick, MD · Adviser representative · Firm CRD 159809
Investment adviser representative registrations
Henry Luong is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 3 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 July 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Henry The Luong
- CRD
- 4034039
- Firm
- CSP Financial Group · CRD 310819
- Office
- Oakland, CA
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Henry Luong work?
Henry Luong is an investment adviser representative registered through CSP Financial Group LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Henry Luong a financial advisor?
Yes. Henry Luong has a current investment-adviser registration in California, through CSP Financial Group since January 2021.
How many years of experience does Henry Luong have?
Henry Luong has 13 years in the financial industry, since August 2013, across 2 adviser firms.
What exams has Henry Luong passed?
Henry Luong passed the Series 65 in July 2013.
Where did Henry Luong work before CSP Financial Group?
Before CSP Financial Group, Henry Luong was registered through Lifetyme Financial Advisors, LLC, July 2013 to January 2021.
Where is Henry Luong based?
Henry Luong’s registered office is in Oakland, CA.
Is Henry Luong registered with FINRA?
No. Henry Luong has no current broker registration.
How can I verify Henry Luong’s record?
Search CRD 4034039 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Henry Luong’s full registration record.
