MK
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
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 →Other Business ActivitiesSells Insurance
Max is the proprietor of NW Financial Service, dealing in life insurance.
Employment History
Current Registrations
Continental Investors Services, INC.
November 2012 - Present · 13 yrs 2 mos
Continental Investors Services, INC. Broker
April 1992 - Present · 33 yrs 9 mos
Previous Registrations
Continental Investors Services, INC.
February 2001 - February 2011 · 10 yrs
First Washington Corporation Broker
March 1992 - April 1992 · 1 mo
Interpacific Investors Services, INC.Broker
June 1977 - March 1992 · 14 yrs 9 mos
State Registrations43 states
AKALARAZCACODCFLGAHIIDILINLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.