Fred BanisterCRD Number: 816399
Current Firm: Davenport & Company LLC
Fred Banister (CRD# 816399) is an Investment Advisor Representative working at Davenport & Company LLC in Virginia Beach, VA and has over 33 years of experience in the finance industry.
Martello Investments, LLC
Fidelity Personal And Workplace Advisors
Cambridge Investment Research Advisors, Inc.
|Davenport & Company LLC||Virginia Beach, VA||Jan 1994 - Current||28|
|#ia Davenport & Company LLC||Richmond, VA||Jan 1994 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Jul 1991|
Total Assets Under Management20,826MILLIONS
Total Number of Accounts19,784ACCOUNTS
Average Account Value$1,052,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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