David Watkins (CRD# 6390864) is an Investment Advisor Representative working at Banner Pine Advisors LLC in Fraser, CO and has over 9 years of experience in the finance industry.
CRD# 1131891
Cetera Investment Advisers LLC
CRD# 30834
Dominion Portfolio Management, Inc.
CRD# 2772222
Dominion Portfolio Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Department Of Defense, Dcma | Littleton, Co, CO | Aug 2019 - Current | 4 |
| Banner Pine Advisors LLC | Highlands Ranch, CO | Feb 2016 - Current | 8 |
| Dept Of Defense, Dcma | Littleton, CO | Mar 2014 - Aug 2019 | 5 |
| Broadglen Investment Management LLC | Highlands Ranch, CO | Sep 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- CO
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$282,653
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
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