Continuum Advisory, LLC

Continuum Advisory, LLC (CRD# 283155) is a financial advisory firm headquartered in Pleasanton, CA. They manage $190,849,321 in 993 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    993
    ACCOUNTS
  • Average Account Value
    $192,195
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AR, AZ, CA, CO, FL, HI, ID, IL, KS, MA, MD, MI, MO, NE, NH, NV, OR, PA, TX, VA, VT, WA, WY

Financial Advisors at Continuum Advisory, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Mark C. Allen
CRD#: 5287073
400 Main Street, Suite 200, Pleasanton, CA 94566
96
Wealthminder
score

Mark Allen (CRD# 5287073) is an Investment Advisor Representative working at Continuum Advisory, LLC in Pleasanton, CA and has over 11 years of experience in the finance industry. Mark Allen 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
Joanna N. Amberger
CRD#: 5390258
400 Main Street, Suite 200, Pleasanton, CA 94566
96
Wealthminder
score

Joanna Amberger (CRD# 5390258) is an Investment Advisor Representative working at Continuum Advisory, LLC in Pleasanton, CA and has over 10 years of experience in the finance industry. Joanna Amberger 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.

3
Kari Jo T. Bear
CRD#: 4925118
126 Westwoods Drive, Liberty, MO 64068
96
Wealthminder
score

Kari Jo Bear (CRD# 4925118) is an Investment Advisor Representative working at Continuum Advisory, LLC in Liberty, MO and has over 12 years of experience in the finance industry. Kari Jo Bear 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.

4
Shanley R. Campbell
CRD#: 4813744
1221 Locust Street, Suite 2017, Philadelphia, PA 19107
96
Wealthminder
score

Shanley Campbell (CRD# 4813744) is an Investment Advisor Representative working at Continuum Advisory, LLC in Philadelphia, PA and has over 13 years of experience in the finance industry. Shanley Campbell 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.

5
Schuyler C. Cayton
CRD#: 5463649
400 Main Street, Suite 200, Pleasanton, CA 94566
96
Wealthminder
score

Schuyler Cayton (CRD# 5463649) is an Investment Advisor Representative working at Continuum Advisory, LLC in Pleasanton, CA and has over 10 years of experience in the finance industry. Schuyler Cayton 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.

6
Wendell W. Cayton
CRD#: 1710292
Bellevue, ID
96
Wealthminder
score

Wendell Cayton (CRD# 1710292) is an Investment Advisor Representative working at Continuum Advisory, LLC in Bellevue, ID and has over 25 years of experience in the finance industry.

7
Brian J. Damiani
CRD#: 4184673
400 Main Street, Suite 200, Pleasanton, CA 94566
96
Wealthminder
score

Brian Damiani (CRD# 4184673) is an Investment Advisor Representative working at Continuum Advisory, LLC in Pleasanton, CA and has over 17 years of experience in the finance industry. Brian Damiani 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.

8
Andrew G. Eakin
CRD#: 3111734
171 Front Street, Suite 106, Danville, CA 94526
96
Wealthminder
score

Andrew Eakin (CRD# 3111734) is an Investment Advisor Representative working at Continuum Advisory, LLC in Danville, CA and has over 19 years of experience in the finance industry.

9
Jody J. Roth
CRD#: 4030963
4025 Automation Way, Fort Collins, CO 80525
96
Wealthminder
score

Jody Roth (CRD# 4030963) is an Investment Advisor Representative working at Continuum Advisory, LLC in Fort Collins, CO and has over 18 years of experience in the finance industry. Jody Roth 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.

10
Jonathan C. Sullivan
CRD#: 5270944
400 Main Street, Suite 200, Pleasanton, CA 94566
96
Wealthminder
score

Jonathan Sullivan (CRD# 5270944) is an Investment Advisor Representative working at Continuum Advisory, LLC in Pleasanton, CA and has over 11 years of experience in the finance industry. Jonathan Sullivan 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.

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