Teresa Louise Yragui
Investment adviser representative at Continuum Advisory, LLC
11 yearsExperience
3 statesRegistered in
$1.9BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Continuum Advisory, LLCJun 2021 to now
- Triad AdvisorsJun 2021 to Aug 2024
- Securities America Advisors, Inc.Jun 2015 to Jun 2021
- Securities America IncJun 2015 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (AZ, ID, TX).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
10 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
- 4445248
- Firm CRD
- 283155