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Teresa L. Yragui
CONTINUUM ADVISORY
Eagle, ID 83616
Some features on this profile are disabled
CRD#: 4445248
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Professional summary
Teresa Louise Yragui is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Eagle, Idaho and OSAIC WEALTH, INC. located in Eagle, Idaho.
Teresa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Teresa has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 ADVISORY LLC POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2021 ADDRESS: 873 E State Street, Eagle ID 83616, United States DESCRIPTION: Financial Advisory 2) INSURANCE SALES-FIXED INSURANCE-MULTIPLE CARRIERS POSITION: Agent NATURE: Wealth Management and advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 06/2021 ADDRESS: 873 E State Street, Eagle, ID 83616 DESCRIPTION: provide array of fixed insurance products to meet clients financial planning needs, life, disability, LTC, etc. 3) DBA WEALTH MANAGEMENT ASSOCIATES POSITION: Registered IA/Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 6/2021 ADDRESS: 873 E State Street, Eagle, ID 83616 DESCRIPTION: financial advisory services 4) YRAGUI FAMILY TRUST POSITION: Trustee NATURE: This is a family trust for myself and my siblings which contains some real estate and cash. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1462 N Echo Creek Place, Eagle ID 83616, United States DESCRIPTION: As the trustee I submit the trust tax return and if we are able to sell the property held in trust I will distribute the proceeds. 5) WEALTH MANAGEMENT ASSOCIATES POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2021 ADDRESS: 873 E State Street, Eagle ID 83616, United States DESCRIPTION: Financial Advisory Services
CRS (Client Relationship Summary) - RIA
Click below to view Teresa Louise Yragui'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®
NoneExperience
Current
June 3, 2021 - Present
CONTINUUM ADVISORY, LLC
Office #1: 873 E. State Street, Eagle, ID 83616RIA
CRD#: 283155
Eagle, ID
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 873 E State Street, Eagle, ID 83616RIA
BD
CRD#: 23131
Eagle, ID
Past
June 3, 2021 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Eagle, ID
Past
June 26, 2015 - July 6, 2021
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
MERIDIAN, ID
Past
June 26, 2015 - July 6, 2021
SECURITIES AMERICA, INC.
BD
CRD#: 10205
MERIDIAN, ID
Past
July 2, 2012 - July 8, 2015
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
EAGLE, ID
Past
August 30, 2005 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
EAGLE, ID
Past
August 24, 2005 - July 6, 2015
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
EAGLE, ID
Past
January 2, 2003 - August 29, 2005
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
BOISE, ID
Past
January 30, 2002 - August 29, 2005
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
October 1, 2001 - January 17, 2002
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
Registered Investment Advisory firm - (3/30/2016 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/23/2024)
IAR
Arizona(9/11/2024)
RR
California(8/23/2024)
RR
Colorado(8/23/2024)
IAR
Idaho(6/3/2021)
RR
Idaho(8/23/2024)
RR
Kentucky(8/23/2024)
RR
Massachusetts(8/23/2024)
RR
Michigan(8/23/2024)
RR
North Carolina(8/23/2024)
RR
Oregon(8/23/2024)
RR
South Carolina(8/23/2024)
IAR
Texas(8/22/2024)
RR
Texas(8/23/2024)
RR
Washington(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
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Contact information
Main Address
873 E. State Street, Eagle, ID 83616
Mailing Address
Phone number
(208) 417-1933
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,852 |
| AUM (Assets Under Management) | $ 1,417,081,752 |
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.
