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Kenneth Lee Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC·GRANITE BAY, California
Unclaimed Profile
5925 GRANITE LAKE DRIVE, GRANITE BAY, CA 95746CRD# 2218257Firm CRD# 298632
01

About

Kenneth Lee Christie is a registered financial advisor based in GRANITE BAY, California, affiliated with SPECTRUM WEALTH ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SPECTRUM WEALTH ADVISORY GROUP, LLC
SPECTRUM WEALTH ADVISORY GROUP, LLC
AUM
$283M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SPECTRUM WEALTH ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2218257
Firm CRD# 298632
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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