Andrew Swan, financial advisor Phoenix AZ
88 score

Andrew Swan

CRD Number: 6339977
Current Firm: Longboard Asset Management

Andrew Swan (CRD# 6339977) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Longboard Asset Management Phoenix, AZ Feb 2014 - Current 2
Student Tempe, AZ May 2004 - Current 12
Axa Advisors Tempe, AZ Aug 2013 - Jan 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Andrew M. Swan
Phone Number: 602-910-6954
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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