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CONTINENTAL INVESTORS SERVICES, INC.
CONTINENTAL INVESTORS SERVICES, INC.
LONGVIEW, Washington
·
4 registered advisors
·
CRD# 29775
SEC# 801-122737
1
360-423-5110
01
Firm Overview
AUM
$170M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Commissions
03
Specialties
Investment Management
04
Advisors at CONTINENTAL INVESTORS SERVICES, INC.
4 registered advisors
Betty Jane Trembley
LONGVIEW, Washington
CRD# 736205
Debra Anne Millard
LONGVIEW, Washington
CRD# 2313304
Max Bryan Kamp
LONGVIEW, Washington
CRD# 838249
Michelle Francis Elo
LONGVIEW, Washington
CRD# 2651623
05
Office Locations
LONGVIEW, Washington
4 advisors
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Data sourced from SEC Form ADV filings. CONTINENTAL INVESTORS SERVICES, INC. (CRD# 29775) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.