Unclaimed Profile

Timothy Shea Kerrigan

CONTINUUM ADVISORY, LLC·EAGLE, Idaho

SIE, Series 7, Series 66Clean record14 years registeredCONTINUUM ADVISORY, LLC

873 E. STATE STREET, EAGLE, ID 83616CRD# 4684533Firm CRD# 283155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Shea Kerrigan · EAGLE, ID

Registration

CRD #4684533 · CONTINUUM ADVISORY, LLC · 14 years registered

Brand Profile

Not yet started

Career History

CONTINUUM ADVISORY, LLC

Apr 2016 – present

LEGACY PRESERVATION

May 2019 – Dec 2023

PHOENIX, AZ

LEGACY PRESERVATION

Oct 2018 – Dec 2018

PHOENIX, AZ

SIGNATOR INVESTORS, INC.

May 2016 – Nov 2017

SCOTTSDALE, AZ

TRANSAMERICA FINANCIAL ADVISORS, INC.

Oct 2011 – May 2016

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 11, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONTINUUM ADVISORY, LLC

CRD 283155 · SEC 801-107439

AUM

$1.3B

Regulatory assets under management

Employees

2,953 client accounts

Services offered by CONTINUUM ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONTINUUM ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Shea Kerrigan offer?

Timothy Shea Kerrigan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Timothy Shea Kerrigan's credentials?

Timothy Shea Kerrigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Shea Kerrigan located?

Timothy Shea Kerrigan is based in EAGLE, Idaho, working with CONTINUUM ADVISORY, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Timothy Shea Kerrigan charge for services?

Timothy Shea Kerrigan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONTINUUM ADVISORY, LLC?

CONTINUUM ADVISORY, LLC has approximately 66 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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