AdvisorOS Directory
Claim Profile
Unclaimed Profile
HP

Harold James Perkins

CONTINUUM FINANCIAL, LLC·HUMBLE, Texas
Series 6, Series 7, Series 22, Series 63, Series 66Clean record24 years registeredCONTINUUM FINANCIAL, LLC
110 S. BENDER AVENUE, SUITE 100, HUMBLE, TX 77338CRD# 1219540Firm CRD# 151881

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harold James Perkins · HUMBLE, TX
Registration
CRD #1219540 · CONTINUUM FINANCIAL, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

CONTINUUM FINANCIAL, LLC
Nov 2009 – present
SECURITIES AMERICA ADVISORS, INC.
Feb 2002 – Dec 2009
HUMBLE, TX
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 63
Series 66
Registration record
First registered · February 8, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONTINUUM FINANCIAL, LLC
CRD 151881 · SEC 801-70698
AUM
$47M
Regulatory assets under management
Employees
1
69 client accounts
Services offered by CONTINUUM FINANCIAL, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CONTINUUM FINANCIAL, LLC →
Introduction

Speak with Harold

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Harold is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HUMBLE?

Browse all registered financial advisors in HUMBLE, Texas or claim this profile if it's yours.

Browse HUMBLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Harold James Perkins offer?
Harold James Perkins specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HUMBLE, Texas for a consultation.
What are Harold James Perkins's credentials?
Harold James Perkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harold James Perkins located?
Harold James Perkins is based in HUMBLE, Texas, working with CONTINUUM FINANCIAL, LLC. Their office serves clients in the HUMBLE metropolitan area and surrounding communities.
How does Harold James Perkins charge for services?
Harold James Perkins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONTINUUM FINANCIAL, LLC?
CONTINUUM FINANCIAL, LLC has approximately 1 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile