Unclaimed Profile

Morgan Robert Christen

SPINNAKER INVESTMENT GROUP, LLC·NEWPORT BEACH, California

SIE, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 99TOCFP CFAClean record21 years registeredSPINNAKER INVESTMENT GROUP, LLC

4100 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 2395180Firm CRD# 283414

Profile Verification

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

Identity

Morgan Robert Christen · NEWPORT BEACH, CA

Registration

CRD #2395180 · SPINNAKER INVESTMENT GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

SPINNAKER INVESTMENT GROUP, LLC

May 2016 – present

SIGNATOR INVESTORS, INC.

May 2008 – Oct 2014

IRVINE, CA

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

Jun 2007 – Mar 2018

IRVINE, CA

SIGNATOR INVESTORS, INC.

Dec 2006 – Feb 2008

IRVINE, CA

CHARTERWEST CONSULTING, INC.

Jan 2005 – Dec 2006

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · January 1, 2005

Years registered · 21

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPINNAKER INVESTMENT GROUP, LLC

CRD 283414 · SEC 801-107671

AUM

$677M

Regulatory assets under management

Employees

2,196 client accounts

Services offered by SPINNAKER INVESTMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPINNAKER INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Morgan Robert Christen offer?

Morgan Robert Christen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Morgan Robert Christen's credentials?

Morgan Robert Christen holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Morgan Robert Christen located?

Morgan Robert Christen is based in NEWPORT BEACH, California, working with SPINNAKER INVESTMENT GROUP, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Morgan Robert Christen charge for services?

Morgan Robert Christen'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 SPINNAKER INVESTMENT GROUP, LLC?

SPINNAKER INVESTMENT GROUP, LLC has approximately 10 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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