Kenneth Christie (CRD# 2218257) is an Investment Advisor Representative working at Spectrum Wealth Advisory Group, LLC in Granite Bay, CA and has over 31 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | Granite Bay, CA | Sep 2018 - Current | 5 |
| Lpl Financial LLC | Granite Bay, CA | Aug 2006 - Current | 17 |
| The Wealth Consulting Group | Granite Bay, CA | Apr 2016 - Dec 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
- WA
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Total Assets Under Management283MILLIONS
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Total Number of Accounts1,202ACCOUNTS
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Average Account Value$235,259
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, ID, NV, TN, TX, WA
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