Financial Advisor Continuity Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Financial Advisor Continuity buys financial practices and partners with other advisors for continuity. 

We are interested in acquiring firms in the Carolinas that focus on retirement or high net worth individuals.

We have a track record of success, having integrated firms in both North and South Carolina. We offer sellers the
opportunity to join our team – working part-time, when and where they choose.

Find Financial Advisor Continuity employees' phone numbers or email addresses

Financial Advisor Continuity Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Financial Advisor Continuity's Leadership

  • Stylized image of a person
    D. E.
    Owner
    Phone icon
  • Stylized image of a person
    N. S.
    Marketing And Communications Manager
    Phone icon
  • Stylized image of a person
    W. J.
    Certified Financial Planner
    Phone icon

Contact profiles from Financial Advisor Continuity

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. E.
    Owner
    Phone icon
    United StatesNorth Carolina
    Oct 19, 2025
  • Stylized image of a person
    N. S.
    Marketing And Communications Manager
    Phone icon
    United StatesNorth Carolina
    Oct 16, 2024
  • Stylized image of a person
    W. J.
    Certified Financial Planner
    Phone icon
    United StatesSouth Carolina
    Oct 21, 2024

Frequently Asked Questions

What is Financial Advisor Continuity known for?

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Financial Advisor Continuity was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 37 Haywood Street, Suite 200; you can contact the main corporate office by phone at . Explore Financial Advisor Continuity's company overview page for more information.

What is Financial Advisor Continuity's most common email format?

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Financial Advisor Continuity employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Advisor Continuity email formats with LeadIQ.

How many employees does Financial Advisor Continuity have currently?

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Financial Advisor Continuity has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Financial Advisor Continuity's key employees and leadership?

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As of December 2025, Financial Advisor Continuity's key employees include:

  • Owner: D. E.
  • Marketing And Communications Manager: N. S.
  • Certified Financial Planner: W. J.

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