Konner Christie, financial advisor San Diego CA

Konner Christie

CRD Number: 7214153
Current Firm: Spectrum Wealth Advisory Group, LLC

Konner Christie (CRD# 7214153) is an Investment Advisor Representative working at Spectrum Wealth Advisory Group, LLC in San Diego, CA and has over 3 years of experience in the finance industry. Konner Christie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial San Diego, CA Sep 2023 - Current < 1
Spectrum Wealth Advisory Group, LLC Granite Bay, CA Aug 2023 - Current < 1
Goldman Sachs & Company LLC Irvine, CA Jan 2021 - Aug 2023 2
The Ayco Company, L.p./mercer Allied Irvine, CA Dec 2019 - Jan 2021 1
The Bahnsen Group LLC Newport Beach, CA Jun 2019 - Nov 2019 < 1
Biola University La Mirada, CA Aug 2015 - May 2019 3
Zeektek Granite Bay, CA May 2018 - Aug 2018 < 1
Christian Camps And Conferences Jackman, ME Jun 2017 - Jul 2017 < 1
Biola University La Mirada, CA Aug 2016 - May 2017 < 1
Granite Bay High School Granite Bay, CA Aug 2012 - May 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2020
Contact Info for Konner L. Christie
Phone Number: (916) 772-5970
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    283
    MILLIONS
  • Total Number of Accounts
    1,202
    ACCOUNTS
  • Average Account Value
    $235,259
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, ID, NV, TN, TX, WA

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