Konner Christie is a CFP-designated registered investment advisor at LPL Financial LLC, based in Granite Bay, CA, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5925 Granite Lake Drive, Suite 130, Granite Bay, CA, 95746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Spectrum Wealth Advisory Group, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Ayco Personal Financial Management
Mercer Allied Company, L.P.Broker
State Registrations1 state
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