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Vern R. Christensen

PARTNERSHIP CAPITAL GROWTH
Los Gatos, CA 95030
Some features on this profile are disabled
CRD#: 2609286
VC

Professional summary

Vern Reece Christensen is a registered financial professional currently at PARTNERSHIP CAPITAL GROWTH, LLC located in Los Gatos, California.

Vern is registered as a RR (Registered Representative) and started their career in finance in 1995. Vern has worked at 3 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Vern Reece Christensen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 12, 2018 - Present

PARTNERSHIP CAPITAL GROWTH, LLC

Office #1: 10 Jackson Street Suite 201, Los Gatos, CA 95030
BD
CRD#: 140385
Los Gatos, CA
Past

June 16, 1997 - December 31, 2001

OUTLOOK CAPITAL CORPORATION

BD
CRD#: 43032
PARK CITY, UT
Past

April 26, 1995 - August 29, 1995

WILSON-DAVIS & CO., INC.

BD
CRD#: 3777
SALT LAKE CITY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/24/2018)
RR
Utah
(5/24/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 5/24/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 6/26/2018
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 4/12/2018
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/25/2018
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PC
PARTNERSHIP CAPITAL GROWTH, LLC
PARTNERSHIP CAPITAL GROWTH, LLC

CRD#: 140385 / SEC#: , 8-67314

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
10 Jackson Street Suite 201, Los Gatos, CA 95030
Mailing Address
Po Box 7, Los Gatos, CA 95031
Phone number
(415) 407-2700
Established
Delaware since 02/02/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
KNUDSEN, BRENT RPRESIDENT, FINOP, CCO, AMLCO,

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARTNERSHIP CAPITAL GROWTH, LLC

CRD#: 140385Los Gatos, CA 95030

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