Charles
Randall
Continuum Advisory, LLC
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About this Advisor
Charles Randall is a financial advisor based in Albuquerque, New Mexico with 3 years of industry experience. Randall is an advisor for Continuum Advisory, LLC. Their career trajectory has included roles at Cue Financial Group, Inc, Pfg Advisors, Triad Advisors, Randall Financial, Clark Street Financial, Glaxo Smith Kline, Securities America, Inc and Continuum Advisors. Randall holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to operate in Idaho and New Mexico. Continuum Advisory, LLC is a registered investment company that has its headquarters in Eagle, ID. The firm has offices in 19 locations and a total of 67 people on staff. It administers $1 billion in assets between its 2,045 client accounts, placing it among the larger firms in the nation by assets under management. The firm provides services to 13 charitable organizations. Of its 2,045 customer accounts, 15% are held by high-net-worth investors who have at least $1 million in assets. The company provides a wide array 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. Financial advisory fee schedules largely depend on the services. However, fee types charged by Continuum Advisory, LLC can consist 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
Charles Randall Work History
Charles has been registered as a financial advisor for 3 years.*
Randall Financial
Triad Advisors
Continuum Advisors
Clark Street Financial
Cue Financial Group, Inc
Pfg Advisors
Securities America, Inc
Securities America, Inc
Glaxo Smith Kline
*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 Charles Randall 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
Tampa, FL
Annapolis, MD
Fountain Valley, CA
Eagle, ID
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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