Claim Profile
Unclaimed Profile
DM

Debra Anne Millard

CONTINENTAL INVESTORS SERVICES, INC.·LONGVIEW, Washington
CONTINENTAL INVESTORS SERVICES, INC.
1330 BROADWAY ST., LONGVIEW, WA 98632CRD# 2313304Firm CRD# 29775

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Debra Anne Millard · LONGVIEW, WA
Registration
CRD #2313304 · CONTINENTAL INVESTORS SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Debra Anne Millard is a registered financial advisor based in LONGVIEW, Washington, affiliated with CONTINENTAL INVESTORS SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

Speak with Debra Anne

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

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

03

Firm Overview

Firm
CONTINENTAL INVESTORS SERVICES, INC.
CONTINENTAL INVESTORS SERVICES, INC.
AUM
$170M
Regulatory assets under management
Employees
14
Total firm employees
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 2313304
Firm CRD# 29775
View on FINRA BrokerCheck →

Looking for a financial advisor in LONGVIEW?

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

05

Frequently Asked Questions

What services does Debra Anne Millard offer?
Debra Anne Millard specializes in Investment Management. Contact their office in LONGVIEW, Washington for a consultation.
What are Debra Anne Millard's credentials?
Debra Anne Millard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Debra Anne Millard located?
Debra Anne Millard is based in LONGVIEW, Washington, working with CONTINENTAL INVESTORS SERVICES, INC.. Their office serves clients in the LONGVIEW metropolitan area and surrounding communities.
How does Debra Anne Millard charge for services?
Debra Anne Millard's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONTINENTAL INVESTORS SERVICES, INC.?
CONTINENTAL INVESTORS SERVICES, INC. has approximately 14 employees and manages $170M 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 →