Shawn
Clark
Continuum Advisory, LLC
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About this Advisor
Shawn Clark is a financial advisor operating out of Tampa, Florida with a total of 1 year of relevant experience. Clark is on the advisory team at Continuum Advisory, LLC. Clark has gained experience at Forestpark Community Church, Center Street Securities, Inc, Nightlight Church, Barney'S Motorcycle And Marine, Pmb Capital Management LLC Dba Brookstone Financial, Mosaic Financial Group, Kalos Management, Kalos Capital, Inc and Continuum Advisory, LLC. Clark maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Idaho. Continuum Advisory, LLC is an advisory business that has its headquarters in Eagle, ID. The firm has offices in 19 locations and a total of 67 employees. It oversees $1 billion in assets under management across its 2,045 customer accounts, making it one of the larger firms in the country by assets under management. The firm provides financial advice to 13 charitable organizations. Of its 2,045 client accounts, 15% belong to high-net-worth investors who have more than $1 million in investable assets. Continuum Advisory, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types billed by Continuum Advisory, LLC can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Continuum Advisory, LLC Brokerage Details
$1,019,114,914
67
2,045
$498,345
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
Shawn Clark Work History
Shawn has been registered as a financial advisor for 1 years.*
Continuum Advisory, LLC
Mosaic Financial Group
Nightlight Church
Kalos Management
Kalos Capital, Inc
Center Street Securities, Inc
Pmb Capital Management LLC Dba Brookstone Financial
Barney'S Motorcycle And Marine
Nightlight Church
Forestpark Community Church
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shawn Clark 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
Tampa, FL
Fountain Valley, CA
Eagle, ID
Eagle, ID
Eagle, ID
Annapolis, MD
Eagle, ID
Eagle, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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