Christopher M. Torchiana

CONTINUUM FINANCIAL PARTNERS

El Dorado Hills, CA 95762

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CRD#: 2998317

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.

1) CONTINUUM FINANCIAL PARTNERS POSITION: Owner NATURE: I-RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 02/04/2008 ADDRESS: 50 Iron Point Circle Suite 140, Folsom, CA 95630 DESCRIPTION: Investment Advisory Services and Financial Planning 2) CONTINUUM FINANCIAL PARTNERS LLC POSITION: Agent NATURE: INSURANCE: Fixed Annuities; Life/Health; Long-Term Care; Disability INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 02/04/2008 ADDRESS: 50 Iron Point Circle Suite 140, Folsom, CA 95630 DESCRIPTION: Insurance Sales 3) MAINSTREET TAX ADVISORY POSITION: Owner NATURE: TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2011 ADDRESS: 50 Iron Point Circle Suite 140, Folsom, CA 95630 DESCRIPTION: Tax Preparation 4) MAIN STREET TAX ADVISORY OF NORTHERN CALIFORNIA LLC POSITION: Owner NATURE: DBA (TAX PREP) INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2011 ADDRESS: 50 Iron Point Circle Suite 140, Folsom, CA 95630 DESCRIPTION: TAX PREP 5) CONTINUUM FINANCIAL PARTNERS, LLC POSITION: Owner NATURE: Doing Business As ("DBA") INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/04/2008 ADDRESS: 50 Iron Point Circle Suite 140, Folsom, CA 95630 DESCRIPTION: Offering securities and investment advisory services.

Blog Corner

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^®

Certified Financial Planner

Start date: 2003

ChFC^®

Chartered Financial Consultant

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.

CRD#: 46214

Folsom, CA

Past

January 8, 2002 - June 6, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 1, 1998 - February 8, 2008

OSAIC FA, INC.

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.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/18/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/8/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/30/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/28/2000

General Securities Principal Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	56
AUM (Assets Under Management)	$ 22,737,670

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher M. Torchiana

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/1998

SIE

Date: 10/1/2018

Series 31

Date: 1/8/2009

Series 7

Date: 1/30/1998

Series 24

Date: 6/28/2000

Current Firm

CONTINUUM FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONTINUUM FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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