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Leala Ruangtragool

Investment Adviser Representative at CSP Financial Group LLC

Villa Park, CACRD #8251289Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Leala Ruangtragool is an investment adviser representative with CSP Financial Group LLC in Villa Park, CA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/7/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

CSP Financial Group LLCCurrent
4/10/2026 – Villa Park, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Thai Ventures 002, LLC
    Jul 2020 – no end date reportedIrvine, CA
  2. Public Health Institute
    Jul 2016 – Feb 2017Oakland, CA
  3. Leala Ruangtragool, Sole Proprietor
    Mar 2017 – Jun 2020Irvine, CA
  4. CSP Financial Group, LLC
    Apr 2026 – no end date reportedScottsdale, AZ
  5. Leala Ruangtragool, Sole Proprietor
    Jun 2026 – no end date reportedVilla Park, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About CSP Financial Group LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Estimated blended rate
0.012
Firm's annual rate schedule by assets
  • First $1,000,0001.20%
  • Next $2,000,0001.00%
  • Next $2,000,0000.90%
  • Next $5,000,0000.80%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
21
Offices listed on AdvisorFinder:
2
Main office:
Scottsdale, AZ
SEC file number:
801-128346

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 11, 2026

View full firm profile

Other advisors at CSP Financial Group LLC

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View CSP Financial Group LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leala Ruangtragool has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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