Continental Investors Services, Inc.

Continental Investors Services, Inc. (CRD# 29775) is a financial advisory firm headquartered in Longview, WA. They manage $12,143,205 in 80 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $151,790
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, ID, WA

Financial Advisors at Continental Investors Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jay K. Marsh
CRD#: 320619
12709 Se 25th Place, Bellevue, WA 98005
96
Wealthminder
score

Jay Marsh (CRD# 320619) is an Investment Advisor Representative working at Continental Investors Services, Inc. in Bellevue, WA and has over 37 years of experience in the finance industry. Jay Marsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald G. Fluharty
CRD#: 2332660
215 S. 9th, Caldwell, ID 83605
93
Wealthminder
score

Donald Fluharty (CRD# 2332660) is an Investment Advisor Representative working at Continental Investors Services, Inc. in Caldwell, ID and has over 24 years of experience in the finance industry.

3
Fred W. Kamp
CRD#: 824794
1330 Broadway Street, P.o. Box 1717, Longview, WA 98632
93
Wealthminder
score

Fred Kamp (CRD# 824794) is an Investment Advisor Representative working at Continental Investors Services, Inc. in Longview, WA and has over 17 years of experience in the finance industry.

4
Max B. Kamp
CRD#: 838249
4020 E. Madison St., Suite 326a, Seattle, WA 98112
93
Wealthminder
score

Max Kamp (CRD# 838249) is an Investment Advisor Representative working at Continental Investors Services, Inc. in Seattle, WA and has over 27 years of experience in the finance industry.

5
Betty J. Trembley
CRD#: 736205
1330 Broadway Street, P.o. Box 1717, Longview, WA 98632
93
Wealthminder
score

Betty Trembley (CRD# 736205) is an Investment Advisor Representative working at Continental Investors Services, Inc. in Longview, WA and has over 25 years of experience in the finance industry.

6
Jill D. Hitchcock
CRD#: 6621834
215 S. 9th, Caldwell, ID 83605
90
Wealthminder
score

Jill Hitchcock (CRD# 6621834) is an Investment Advisor Representative working at Continental Investors Services, Inc. in Caldwell, ID and has 1 year of experience in the finance industry.

7
Daniel M. Wells
CRD#: 2961853
215 S. 9th, Caldwell, ID 83605
63
Wealthminder
score

Daniel Wells (CRD# 2961853) is an Investment Advisor Representative working at Continental Investors Services, Inc. in Caldwell, ID and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.