KC
CFP
KC
CFP

Konner L Christie

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

San Diego, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Konner provides investment advisory services through Spectrum Wealth Advisory Group.LLC, an independent investment advisor firm, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2023 - Present · 2 yrs 5 mos
Spectrum Wealth Advisory Group, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
January 2021 - September 2023 · 2 yrs 8 mos
Goldman Sachs Ayco Personal Financial Management
May 2020 - September 2023 · 3 yrs 4 mos
Mercer Allied Company, L.P.Broker
February 2020 - January 2021 · 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.