Christopher M Maxey

7 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementFinancial Planning & Coaching

Continuum Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

38 advisors

Number of Clients

2,849 clients

Average Client Portfolio

$497K average

Assets Under Management

$1.4B

Fee Structure

Location

3806 Gunn Hwy, Suite A, Tampa, FL, 33618

Get directions

History

Regulatory History (1)

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Regulatory

April 2024

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Christopher is an Investment Advisory Representative at Mosaic Financial Group, dedicating full-time hours to this role. He is also a licensed insurance agent at Mosaic Financial Group Insurance Sales, providing insurance options such as life insurance and annuities for a few hours per week.

Employment History

Current Registrations

Continuum Advisory, LLC

November 2022 - Present · 3 yrs 3 mos

Previous Registrations

Kalos Management

October 2020 - November 2022 · 2 yrs 1 mo

Kalos Capital, INC.Broker

October 2020 - September 2022 · 1 yr 11 mos

Kalos Management

October 2020 - October 2020 · 0 mos

Brookstone Financial

March 2018 - October 2020 · 2 yrs 7 mos

Center Street Securities, INC.Broker

January 2018 - September 2020 · 2 yrs 8 mos

State Registrations2 states

FLID

Advisor

Exams

No exam information available for this advisor.