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Kenneth Lee Christie

Investment adviser representative at Spectrum Wealth Advisory Group, LLC
20 yearsExperience
3 statesRegistered in
ChFC®Designation
$445.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Spectrum Wealth Advisory Group, LLCSep 2018 to now
  2. LPL Financial LLCAug 2006 to now
  3. The Wealth Consulting GroupApr 2016 to Dec 2018

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 3 states (CA, TX, WA).

Spectrum Wealth Advisory Group, LLC

$445.4MAssets managed
670Clients
2Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2218257
Firm CRD
298632
Advisor's SEC record (opens in a new tab)
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