Mark Charles Allen
Investment adviser representative at Continuum Advisory, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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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
22 years in the industry.
- Allen Tax PlanningMay 2018 to now
- Continuum Advisory, LLCJun 2016 to now
- Wealth Management AssociatesSep 2013 to now
- Triad Advisors, Inc.Nov 2017 to Dec 2023
- Signator Investors, Inc.May 2016 to Nov 2017
- Allen & Allen, LLPJan 2004 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5287073
- Firm CRD
- 283155