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Christopher Brian Edney

Investment adviser representative at Spectrum Financial Alliance, Ltd., L.L.C.
10 yearsExperience
1 stateRegistered in
$813MFirm assets
12 yearsFirm in business

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How the firm charges

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

Percentage of assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Spectrum Financial Alliance, Ltd., L.L.C.Sep 2025 to now
  2. Uk HealthcareAug 2023 to Sep 2025
  3. Kentucky Medical Services Foundation, Inc.Nov 2021 to Aug 2023
  4. Cusitech LLCApr 2018 to Oct 2021
  5. Kentucky Medical Services Foundation, Inc.Jan 2017 to Mar 2018
  6. United Parcel ServiceDec 2016 to Jan 2017
  7. UnemployedAug 2016 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (KY).

Spectrum Financial Alliance, Ltd., L.L.C.

$813MAssets managed
674Clients
4Advisers
12 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
4933070
Firm CRD
125147
Advisor's SEC record (opens in a new tab)
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