Christopher Mark Torchiana

Christopher M. Torchiana

CONTINUUM FINANCIAL PARTNERS
El Dorado Hills, CA 95762
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CRD#: 2998317
Christopher Mark Torchiana

Professional summary


Christopher Mark Torchiana, CFP®, ChFC®, who also goes by Chris Torchiana, is a registered financial advisor currently at CONTINUUM FINANCIAL PARTNERS, LLC located in El Dorado Hills, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christopher has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Torchiana

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Christopher Mark Torchiana's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

February 6, 2013 - Present

CONTINUUM FINANCIAL PARTNERS, LLC

Office #1: 5000 Windplay Drive Unit 2, El Dorado Hills, CA 95762
RIA
CRD#: 165694
El Dorado Hills, CA
Past

February 5, 2008 - September 9, 2022

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
Folsom, CA
Past

February 5, 2008 - September 9, 2022

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
Folsom, CA
Past

January 8, 2002 - June 6, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

June 1, 1998 - February 8, 2008

OSAIC FA, INC.

BD
CRD#: 3978
SACRAMENTO, CA
Past

March 17, 1998 - February 8, 2008

OSAIC FA, INC.

RIA
CRD#: 3978
SACRAMENTO, CA
Past

February 2, 1998 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/6/2013)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/18/1998
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 1/8/2009
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CF
CONTINUUM FINANCIAL PARTNERS, LLC
CONTINUUM FINANCIAL PARTNERS, LLC

CRD#: 165694 / SEC#:

California
Registered Investment Advisory firm - (2/6/2013 Approved)
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Contact information


Main Address
5000 Windplay Drive Unit 2, El Dorado Hills, CA 95762
Mailing Address
5000 Windplay Drive Unit 2, El Dorado Hills, CA 95762
Phone number
(916) 934-0439
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts56
AUM (Assets Under Management)$ 22,737,670

Red Flags


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Company Information


CONTINUUM FINANCIAL PARTNERS, LLC

CRD#: 165694El Dorado Hills, CA 95762

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