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Ronald Duane Coate

Continuum Advisory, LLC

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About Ronald Duane Coate

Ronald Duane Coate is a registered investment advisor representative at Continuum Advisory, LLC. Ronald has been in the securities industry since December 24, 1985. Ronald is registered in Arizona, Idaho, North Carolina, and several other states. Ronald is also a registered representative with Continuum Advisory, LLC. Ronald has a Series 7, Series 63, and Series 65 license. Ronald's firm specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.

Firm Information

Ronald Coate is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ronald Coate’s Registration & Firm History

ID

08/22/2024 - Present

Continuum Advisory, LLC (EAGLE ID)

ID

06/03/2021 - 08/23/2024

TRIAD ADVISORS LLC (Eagle ID)

ID

05/15/2008 - 07/06/2021

SECURITIES AMERICA, INC. (MERIDIAN ID)

ID

01/03/2006 - 05/22/2008

CAMBRIDGE INVESTMENT RESEARCH, INC. (MERIDIAN ID)

ID

07/09/1993 - 12/31/2005

MULTI-FINANCIAL SECURITIES CORPORATION (BOISE ID)

MN

12/23/1985 - 07/16/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/05/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ronald Duane Coate. Review regulatory record here.
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