Continuum Advisory, LLC

Continuum Advisory, LLC (CRD# 283155) is a financial advisory firm headquartered in Eagle, ID. They manage $1,019,114,914 in 2,045 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,019
    MILLION
  • Total Number of Accounts
    2,045
    ACCOUNTS
  • Average Account Value
    $498,345
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Continuum Advisory, LLC
Showing 1 - 10 of 28 top financial advisors.
1
Mark C. Allen
CRD#: 5287073
2600 E. Bidwell Street, Suite 210, Folsom, CA 95630

Mark Allen (CRD# 5287073) is an Investment Advisor Representative working at Continuum Advisory, LLC in Folsom, CA and has over 17 years of experience in the finance industry.

2
Joanna N. Amberger
CRD#: 5390258
1888 Kalakaua Avenue, Suite 312, Honolulu, HI 96815

Joanna Amberger (CRD# 5390258) is an Investment Advisor Representative working at Continuum Advisory, LLC in Honolulu, HI and has over 16 years of experience in the finance industry.

3
Kari Jo T. Bear
CRD#: 4925118
126 Westwoods Drive, Liberty, MO 64068

Kari Jo Bear (CRD# 4925118) is an Investment Advisor Representative working at Continuum Advisory, LLC in Liberty, MO and has over 18 years of experience in the finance industry.

4
Shanley R. Campbell
CRD#: 4813744
230 S. Broad St., 17th Floor, Philadelphia, PA 19102

Shanley Campbell (CRD# 4813744) is an Investment Advisor Representative working at Continuum Advisory, LLC in Philadelphia, PA and has over 19 years of experience in the finance industry.

5
Shawn Clark
CRD#: 6723045
3806 Gunn Hwy, Suite A Tampa, Fl 33618, Tampa, FL 33618

Shawn Clark (CRD# 6723045) is an Investment Advisor Representative working at Continuum Advisory, LLC in Tampa, FL and has over 7 years of experience in the finance industry.

6
Ronald D. Coate
CRD#: 1445295
2949 E. Copper Point Dr., Suite 100, Meridian, ID 83642

Ronald Coate (CRD# 1445295) is an Investment Advisor Representative working at Continuum Advisory, LLC in Meridian, ID and has over 33 years of experience in the finance industry.

7
Jacob W. Coleman
CRD#: 3050994
873 E. State Street, Eagle, ID 83616

Jacob Coleman (CRD# 3050994) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 25 years of experience in the finance industry.

8
Lancer S. Cuddy
CRD#: 3062299
873 E. State Street, Eagle, ID 83616

Lancer Cuddy (CRD# 3062299) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 25 years of experience in the finance industry.

9
Brian J. Damiani
CRD#: 4184673
873 E. State Street, Eagle, ID 83616

Brian Damiani (CRD# 4184673) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 23 years of experience in the finance industry.

10
Andrew G. Eakin
CRD#: 3111734
873 E. State Street, Eagle, ID 83616

Andrew Eakin (CRD# 3111734) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 25 years of experience in the finance industry.

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