Brandon
Levine
Continuum Advisory, LLC
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About this Advisor
Brandon Levine is a financial advisor based in Eagle, Idaho, working with Continuum Advisory, LLC. Brandon has previously held positions at Stowe Mountain Club, The Club At Spruce Peak, The Black Dog, Triad Advisors, LLC, Full-Time Education, Syracuse University, Wealth Management Associates, Inc, Lpl Financial LLC, Trivium Point Advisory LLC, and Hanover Financial Group. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Montana, New York, and Vermont. Currently, Brandon is part of Continuum Advisory, LLC, which operates out of Eagle, Idaho. 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
Brandon Levine Work History
Hanover Financial Group
Lpl Financial LLC
Trivium Point Advisory LLC
Wealth Management Associates, Inc
Triad Advisors, LLC
The Black Dog
Syracuse University
The Club At Spruce Peak
Full-Time Education
Syracuse University
Stowe Mountain Club
Full-Time Education
Disclosures
Please visit the SEC profile of Brandon Levine 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
Eagle, ID
Eagle, ID
Annapolis, MD
Hacienda Heights, CA
Tampa, FL
Tampa, FL
Annapolis, MD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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