AW
AW

Aili Wild

13 Years of Experience
6 DisclosuresBrokerSells Insurance

Aili Wild is a registered investment advisor at Continental Investors Services, INC., based in Longview, WA, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 605 clients with $200M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$196.8M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1330 Broadway Street, P.O. Box 1717, Longview, WA, 98632-7552

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 2007
Final Disposition
Criminal
January 2007
Final Disposition
Criminal
October 2006
Final Disposition
Criminal
October 2006
Final Disposition
Criminal
July 2006
Final Disposition
Criminal
June 2005
Final Disposition
Other Business ActivitiesSells Insurance

Aili is an independent retailer for Tranont, selling supplements and occasionally teaching in-home classes, dedicating about 10 hours per week. Aili also sells life insurance with CIS for a few hours per week and managed account products with CIS for about 15 hours per week.

Employment History
Current Registrations
Continental Investors Services, INC.
June 2018 - Present · 7 yrs 10 mos
Continental Investors Services, INC.Broker
August 2012 - Present · 13 yrs 8 mos
State Registrations11 states
AKAZCACOIDMAMINVORTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.