William Francis Baldwin
Investment adviser representative at Continuity Wealth Management, Corp.
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$214.3MFirm assets
Are you William Francis Baldwin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Continuity Wealth Management, Corp.Apr 2011 to now
- Cambridge Investment Research, IncApr 2011 to Dec 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Continuity Wealth Management, Corp.
$214.3MAssets managed
270Clients
2Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1837248
- Firm CRD
- 111010