Unclaimed Profile

Curtis Reed Christensen

LONGBOARD ASSET MANAGEMENT, LP·PHOENIX, Arizona

SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 27, Series 53, Series 65, Series 66Clean record23 years registeredLONGBOARD ASSET MANAGEMENT, LP

2355 E CAMELBACK RD, PHOENIX, AZ 85016CRD# 2892862Firm CRD# 155617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curtis Reed Christensen · PHOENIX, AZ

Registration

CRD #2892862 · LONGBOARD ASSET MANAGEMENT, LP · 23 years registered

Brand Profile

Not yet started

Career History

VIRTUA CAPITAL MANAGEMENT, LLC

Oct 2019 – present

LONGBOARD ASSET MANAGEMENT

Feb 2017 – Sep 2019

PHOENIX, AZ

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2009 – Jul 2009

CHANDLER, AZ

COUNTRYWIDE INVESTMENT SERVICES, INC.

Sep 2007 – Nov 2008

CHANDLER, AZ

ZIONS DIRECT, INC.

Aug 2004 – Jun 2006

SALT LAKE CITY, UT

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Sep 2002 – Jul 2003

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 9

Series 10

Series 24

Series 27

Series 53

Series 65

Series 66

Registration record

First registered · September 24, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LONGBOARD ASSET MANAGEMENT, LP

CRD 155617 · SEC 801-72623

AUM

$116M

Regulatory assets under management

Employees

1 client accounts

Services offered by LONGBOARD ASSET MANAGEMENT, LP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at LONGBOARD ASSET MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Curtis Reed Christensen offer?

Curtis Reed Christensen specializes in Investment Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.

What are Curtis Reed Christensen's credentials?

Curtis Reed Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curtis Reed Christensen located?

Curtis Reed Christensen is based in PHOENIX, Arizona, working with LONGBOARD ASSET MANAGEMENT, LP. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Curtis Reed Christensen charge for services?

Curtis Reed Christensen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONGBOARD ASSET MANAGEMENT, LP?

LONGBOARD ASSET MANAGEMENT, LP has approximately 10 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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