Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Geist Eakin is a financial advisor with over 24 years of experience in the financial services industry. Andrew is a Chartered Financial Consultant and is currently registered as an Investment Advisor Representative with Continuum Advisory, LLC. Andrew is also licensed to provide insurance services. Andrew has held previous roles with firms such as Triad Advisors, LLC, Signator Investors, Inc., Transamerica Financial Advisors, Inc., and NFP Securities, Inc. Andrew is dedicated to providing personalized financial advice to individuals, families, and businesses. Andrew's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
12/04/2024 - Present
Continuum Advisory, LLC (EAGLE ID)
CA
11/14/2017 - 08/23/2024
TRIAD ADVISORS LLC (Danville CA)
CA
05/13/2016 - 11/17/2017
SIGNATOR INVESTORS, INC. (DANVILLE CA)
CA
08/10/2011 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PLEASANTON CA)
CA
02/17/2006 - 07/01/2011
NFP SECURITIES, INC. (LOS GATOS CA)
WI
10/24/2002 - 12/05/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
02/01/2000 - 05/16/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/02/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
10/15/1998 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
IA
Issued 06/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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