Unclaimed Profile

Kenneth Lee Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC·GRANITE BAY, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 66ChFC19 years registeredSPECTRUM WEALTH ADVISORY GROUP, LLC

5925 GRANITE LAKE DRIVE, GRANITE BAY, CA 95746CRD# 2218257Firm CRD# 298632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Lee Christie · GRANITE BAY, CA

Registration

CRD #2218257 · SPECTRUM WEALTH ADVISORY GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SPECTRUM WEALTH ADVISORY GROUP, LLC

Sep 2018 – present

THE WEALTH CONSULTING GROUP

Apr 2016 – Jan 2019

GRANITE BAY, CA

LPL FINANCIAL LLC

Aug 2006 – Mar 2019

GRANITE BAY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 17, 2006

Years registered · 19

Professional designation · ChFC

Disclosure History

2020Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SPECTRUM WEALTH ADVISORY GROUP, LLC

CRD 298632 · SEC 801-114024

AUM

$283M

Regulatory assets under management

Employees

1,202 client accounts

Services offered by SPECTRUM WEALTH ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPECTRUM WEALTH ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Lee Christie offer?

Kenneth Lee Christie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRANITE BAY, California for a consultation.

What are Kenneth Lee Christie's credentials?

Kenneth Lee Christie holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kenneth Lee Christie located?

Kenneth Lee Christie is based in GRANITE BAY, California, working with SPECTRUM WEALTH ADVISORY GROUP, LLC. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.

How does Kenneth Lee Christie charge for services?

Kenneth Lee Christie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPECTRUM WEALTH ADVISORY GROUP, LLC?

SPECTRUM WEALTH ADVISORY GROUP, LLC has approximately 3 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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