CC
CC

Curtis Christensen

27 Years of Experience
Scottsdale, AZ
Broker

Curtis Christensen is a registered investment advisor, based in Scottsdale, AZ, with 27 years of industry experience.

Location

14301 N 87th St, Ste 203, Scottsdale, AZ, 85260

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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

Curtis works as a Senior Consultant for Bates Group LLC, dedicating full-time hours to consulting services. He is also a Managing Member of CC Strategy LLC, spending about 10-20% of his time on consulting services outside of business hours.

Employment History
Current Registrations
Brooklight Place Securities, INC.Broker
December 2024 - Present · 1 yr 5 mos
Virtua Capital Management, LLC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Emerson Equity LLCBroker
March 2020 - January 2022 · 1 yr 10 mos
Northern Lights Distributors, LLCBroker
January 2018 - September 2019 · 1 yr 8 mos
Longboard Asset Management
February 2017 - September 2019 · 2 yrs 7 mos
M. S. Howells & CO.Broker
March 2010 - December 2016 · 6 yrs 9 mos
Banc of America Investment Services, INC.
January 2009 - July 2009 · 6 mos
Banc of America Investment Services, INC.Broker
January 2009 - July 2009 · 6 mos
Countrywide Investment Services, INC.
September 2007 - November 2008 · 1 yr 2 mos
Countrywide Investment Services, INC.Broker
August 2006 - March 2009 · 2 yrs 7 mos
Zions Direct, INC.
August 2004 - June 2006 · 1 yr 10 mos
Zions Direct, INC.Broker
July 2003 - June 2006 · 2 yrs 11 mos
American Express Financial Advisors, INC.
September 2002 - July 2003 · 10 mos
American Express Financial Advisors INC.Broker
January 1998 - July 2003 · 5 yrs 6 mos
Ids Life Insurance CompanyBroker
January 1998 - July 2003 · 5 yrs 6 mos
State Registrations1 state
AZ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Curtis Christensen - Financial Advisor | TrueAdvisor