Banner Pine Advisors LLC

Banner Pine Advisors LLC (CRD# 170511) is a financial advisory firm headquartered in Fraser, CO. They manage $3,674,487 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 2002, Fraser, CO 80442
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $282,653
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Banner Pine Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Watkins, financial advisor Fraser CO
David P. Watkins
CRD#: 6390864
Fraser, CO

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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