Banner Investment Services - Adam Siler
Adam’s views on purposeful investing and responsive, educational client service were shaped by more than 20 years in banking—and an appreciation for mathematics. His experience includes diverse roles at community and national banks, from teller to assistant branch manager, before he entered investment services in 2017.
Adam has a business degree with an emphasis in finance from California State University, Chico, and an MBA from the University of Phoenix.
A customized approach
Investments, Adam believes, need to be logical and serve a purpose. So he’ll work closely with you to determine your needs and goals, and align your investment strategy accordingly. He’s interested in the “why”of investment decisions, and likes using his experience to help clients avoid pitfalls along the way.
A world traveler who enjoys playing and watching sports, Adam enjoys getting to know the individuals he serves. His trustworthy manner puts people at ease so they feel comfortable discussing financial matters and life goals. He’ll stay in touch to make sure your plans and strategies address your changing needs.
A qualified advisor
Certifications: FINRA Series 6,7,63 and 66 licenses, registered through LPL Financial
California Insurance License #OL76684
Health, life, disability and long-term care licenses: California
Areas of focus
Adam serves individuals and families at all phases of life with an eye toward:
- Tax diversification
- Asset preservation
- Access to funds
- Sustainability and efficiency
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA | SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank.These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
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