Timothy
Kerrigan
Continuum Advisory, LLC
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About this Advisor
Timothy Kerrigan is a financial advisor based in Phoenix, Arizona, working with Continuum Advisory, LLC. Timothy has previously held positions at Transamerica Financial Advisors, Inc, Clark Street Financial, Signator Investors, Inc, Triad Advisors, Inc, and Legacy Preservation, LLC. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Timothy is part of Continuum Advisory, LLC, which operates out of Phoenix, Arizona. The firm has 13 offices and 66 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Continuum Advisory, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Continuum Advisory, LLC Brokerage Details
$1,292,188,582
66
2,953
$437,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Timothy Kerrigan Work History
Triad Advisors, Inc
Clark Street Financial
Legacy Preservation, LLC
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Timothy Kerrigan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Continuum Advisory, LLC
Eagle, ID
Annapolis, MD
Eagle, ID
Eagle, ID
Tampa, FL
Hacienda Heights, CA
Tampa, FL
Eagle, ID
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