Banner Investment Services

Personal and Business Options

 
Banner Investment Services can help you take the next step toward financial success.
 
Meeting our clients' diverse personal and business financial planning and investment needs is our top priority. Our experienced LPL-registered financial professionals are dedicated to helping you pursue potential returns on your important investment dollar. 
 
We offer access to a broad range of products, and are committed to helping you pursue your goals, including retirement planning, income generation, tax reduction strategies and college education funding. For the business owner, we offer business continuation and transfer, group benefits, qualified and non-qualified retirement programs and more. 
 
We focus on long-term consultative relationships to help you pursue financial security and independence. With your best interests in mind, we are aligned with LPL Financial, the nation's leading independent broker/dealer, as reported by Financial Planning Magazine, June 1996-2017*, based on total volume.

* Nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees.  

 
By providing quality services, products and training along with industry-leading technology, LPL allows us to focus on building and maintaining wealth for our valuable clients like you. 

 

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Get Started

Work with one of our dedicated advisors.

John Sandstrom

Located at our Pullman branch, John provides investment services in Eastern Washington and Northern Idaho.

Dave Nelson, RICP

Located at our Chico branch, Dave provides investment services in Northern California.

Delon Mansour, CFP®

Located at our Chula Vista branch, Delon provides investment services to the greater San Diego area.

Tonya Thompson, IAR

Located at our Roseburg Kane Street branch, Tonya provides investment services in Roseburg and the Central Oregon Coast

Dennis Silva

Located at our Medford McAndrews branch, Dennis provides investment services in Southern Oregon and Northern California.

Riley Moring, IAR

Located in downtown Bellevue, Riley provides investment services in Washington's Puget Sound

Roger M. Graves, VP - Program Manager

Located at our Medford-McAndrews branch, Roger can be reached at 541-282-5166, Toll-Free: 866-597-1344. He is assisted by Debbie Arnold: 541-618-5902, Toll Free: 866-597-1344
 

Securities and Advisory services offered through LPL Financial, a registered investment advisor.

Member SIPC | FINRA Insurance products offered through LPL Financial or its licensed affiliate.

Banner Investment Services Disclosure 

Check the background of investment professionals associated with this site on FINRA’s Broker Check.  

The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with resident of the following states: AK, AZ, CA, CO, DC, FL, HI, IA, ID, KY, MI, MN, MO, MT, ND, NE, NJ, NV, NY, OH, OK, OR, PA, PR, TX, UT, VA, WA, WY