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Continental Investors Services, Inc.

Headquartered in LONGVIEW, WA

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Firm Information

Continental Investors Services, Inc. is a corporation formed in December 1991, headquartered in Longview, Washington. They provide investment advisory services to individuals and non-profit organizations, with a focus on portfolio management. The firm manages approximately $169,880,000 in regulatory assets for 687 accounts. They are registered with the SEC and in 41 states.

Continental Investors Services, Inc.

1330 BROADWAY ST.

LONGVIEW, WA 98632

$169.88M

Assets Under Management

687

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for non-profit organizations

Portfolio management for non-profit organizations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (10)

CONTINENTAL INVESTORS SERVICES, INC. has a total of 10 branch locations across the country.
location

Dallas, CA

location

LONGVIEW, WA

location

Dallas, TX

location

McDonough, GA

location

WALNUT CREEK, CA

location

LIVERMORE, CA

location

SAN FRANCISCO, CA

location

Grand Forks, ND

location

Renton, WA

location

CALDWELL, ID

Advisors at Continental Investors Services, Inc.

View All 15 Advisors
Unclaimed
Robert Lincoln Nash

RA

LONGVIEW, WA

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Daryl Kim Miller

CFP®, CFC®, RA

Renton, WA

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Shari Gayle Hensrud-ellingson

CFA®, RA

Grand Forks, ND

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Unclaimed
David Allen Ferrell

LONGVIEW, WA

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Unclaimed
Betty Jane Trembley

RA

LONGVIEW, WA

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Unclaimed
Richard Ray Hartley

LONGVIEW, WA

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Unclaimed
Aili M Wild

RA

LONGVIEW, WA

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Unclaimed
Michelle Francis Elo

RA

LONGVIEW, WA

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Disclosures

There is public disclosure for Continental Investors Services, Inc.. Review regulatory record here.

Frequently Asked Questions (11)

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