MB
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
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.
Learn about disclosures →Employment History
Current Registrations
Continental Investors Services, INC.
March 2023 - Present · 2 yrs 10 mos
Continental Investors Services, INC. Broker
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Continental Investors Services, INC. Broker
February 2008 - August 2009 · 1 yr 6 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.