MR
Morgan Robert Christen
CRD 2395180
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Spinnaker Investment Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Spinnaker Investment Group, Llc
Chief Compliance Officer And Managing Member · Less than 5% · Dec 2024
-
Spinnaker Investment Group, Llc
Trustee · 50% – 75% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗