Continuum Financial, LLC
Continuum Financial, LLC (CRD# 151881) is a financial advisory firm headquartered in , . They manage $49,286,954 in 29 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Continuum Financial, LLC
By the Numbers
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Total Assets Under Management49MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$1,699,550
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, NC, TX
Financial Advisors at Continuum Financial, LLC
1
Harold Perkins (CRD# 1219540) is an Investment Advisor Representative working at Continuum Financial, LLC in Statesville, NC and has over 24 years of experience in the finance industry.
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