Firm Information

Compensation
Commission-BasedFee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
687 clients
Average Client Portfolio
$247K average
Assets Under Management
$169.9M

Fee Structure

This document is a brochure supplement and does not contain fee information. Please refer to Continental Investors Services, Inc.'s Firm Brochure for details on fees.

Areas of Practice
Investment Management
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Advisor Information

Office location

1330 Broadway Street, P.O. Box 1717, Longview, WA, 98632-7552

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Continental Investors Services, INC.
October 2020 - Present · 5 yrs 3 mos
Continental Investors Services, INC.
May 2020 - Present · 5 yrs 8 mos
Continental Investors Services, INC. Broker
May 2020 - Present · 5 yrs 8 mos
Previous Registrations
B. Riley Fbr, INC.Broker
September 2018 - May 2020 · 1 yr 8 mos
B Riley Wealth Management
March 2018 - May 2020 · 2 yrs 2 mos
B. Riley Wealth ManagementBroker
March 2018 - May 2020 · 2 yrs 2 mos
Hilltop Securities INC.
May 1995 - February 2018 · 22 yrs 9 mos
Hilltop Securities INC. Broker
May 1995 - February 2018 · 22 yrs 9 mos
Barre & Company, IncorporatedBroker
September 1984 - June 1995 · 10 yrs 9 mos
Dean Witter Reynolds INC.Broker
December 1983 - August 1984 · 8 mos
State Registrations2 states
NJTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.