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Firm Information

Continental Investors Services, INC.
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.

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Areas of Practice
Investment Management

Advisor Information

Office location

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

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Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 2007
Final Disposition
Criminal
January 2007
Final Disposition
Criminal
October 2006
Final Disposition
Criminal
October 2006
Final Disposition
Criminal
July 2006
Final Disposition
Criminal
June 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Aili is an independent retailer for Tranont, selling supplements and occasionally teaching in-home classes, dedicating about 10 hours per week. Aili also sells life insurance with CIS for a few hours per week and managed account products with CIS for about 15 hours per week.

Employment History
Current Registrations
Continental Investors Services, INC.
June 2018 - Present · 7 yrs 7 mos
Continental Investors Services, INC. Broker
August 2012 - Present · 13 yrs 5 mos
State Registrations11 states
AKAZCACOIDMAMINVORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.