DW
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
822 Blaine St., Caldwell, ID, 83605
Get directionsRegulatory History (2)
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Customer Dispute
October 2008Closed-No Action
Criminal
January 1995Final Disposition
Other Business Activities
Daniel is the president/owner of Dan Martin Investments LLC, which holds Redlight Photography (a portrait photography business) and Sandstorm Productions (currently not operating), dedicating about 10-20% of his time. He is also a managing partner/co-owner of Monarch Properties, LLC, a real estate holding company, spending a few hours per week.
Employment History
Current Registrations
Continental Investors Services, INC.
May 2014 - Present · 11 yrs 8 mos
Continental Investors Services, INC. Broker
December 2007 - Present · 18 yrs 1 mo
Previous Registrations
Continental Investors Services, INC.
March 2001 - November 2007 · 6 yrs 8 mos
Continental Investors Services, INC. Broker
March 2000 - November 2007 · 7 yrs 8 mos
State Registrations37 states
AKALAZCACOFLGAHIIDILINLAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORSCTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.