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Daryl Kim Miller

Continental Investors Services, Inc.

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About Daryl Kim Miller

Daryl Miller is a financial professional with over 20 years of experience in the securities industry. Daryl is a Registered Representative and Investment Advisor Representative. Daryl is currently registered with Continental Investors Services, Inc. Daryl has passed the Series 7, Series 63, Series 65, Series 24, Series 28, and Series 51 examinations. Daryl holds the Certified Financial Planner™ and Chartered Financial Consultant® designations.

Firm Information

Daryl Miller is currently registered with Continental Investors Services, Inc.. 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.

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Daryl Miller’s Registration & Firm History

WA

02/07/2019 - Present

Continental Investors Services, Inc. (Renton WA)

WA

03/05/2004 - 03/06/2007

RA BENCH (SEATTLE WA)

AZ

06/30/1998 - 03/02/2004

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 05/21/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/06/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/03/2004

Series 24 - General Securities Principal Examination

BC

Issued 03/26/2004

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 05/11/2019

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daryl Kim Miller.
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