Financial ADVSR advisor directory · SEC adviser records
Continuum Advisory, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Continuum Advisory, LLC office in California, by city and A to Z.
6 registered advisors work at Continuum Advisory, LLC in California, out of 35 nationwide; it's the firm's number 2 state by advisors, and the most are in Folsom (1). 1 list the CFP designation and 4 are also registered broker representatives.
Continuum Advisory, LLC advisors by city in California
Every firm in California →Folsom 1Fountain Valley 1Hacienda Heights 1Pleasanton 1Santa Clarita 1Sonora 1
Continuum Advisory, LLC advisors in California, A to Z
Search by name →- Mark C. AllenFolsom · Certified Financial Planner
- Daniel CopenhagenPleasanton
- Shannen S. IngramSonora
- Nicholas A. LentiniSanta Clarita
- Scott T. NishimuraHacienda Heights
- Alina L. SantiagoFountain Valley
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Continuum Advisory, LLC in other states
Questions
How many Continuum Advisory, LLC financial advisors are in California?
6 investment adviser representatives are registered at Continuum Advisory, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 35 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Where in California does Continuum Advisory, LLC have the most advisors?
Folsom, with 1, then Fountain Valley (1). Continuum Advisory, LLC has advisors in 6 cities in California.
How do I check a Continuum Advisory, LLC advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Continuum Advisory, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.