Christian Swan (CRD# 7710965) is an Investment Advisor Representative working at Swan Global Investments, LLC in Durango, CO and has 1 year of experience in the finance industry.
CRD# 6360742
Lpl Financial LLC
CRD# 1687675
Ameriprise Financial Services, LLC
CRD# 6277565
Swan Global Investments, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Swan Global Investments | Durango, CO | Mar 2023 - Current | 1 |
University Of Arkansas | Fayetteville, AR | Aug 2019 - Feb 2023 | 3 |
Carwheel | Fayetteville, AR | Jan 2022 - Jul 2022 | < 1 |
Swan Global Investments | Durango, CO | May 2020 - May 2021 | 1 |
Lupine | Durango, CO | Apr 2019 - Aug 2019 | < 1 |
The Palmas Academy | Humacao, PR | Mar 2013 - Aug 2019 | 6 |
J&j Landscaping | Durango, CO | Apr 2018 - Aug 2018 | < 1 |
J&j Landscaping | Durango, CO | Apr 2017 - Aug 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CO
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Total Assets Under Management2,106MILLIONS
-
Total Number of Accounts2,483ACCOUNTS
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Average Account Value$848,149
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IL, MA, MD, MI, NJ, NY, PR, TX, VA
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