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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
American Trust Investment Services, Inc. 5 years, 10 months Aug 2013 - Present
Self-Employed 1 year, 8 months Dec 2011 - Aug 2013
Corporate Investments Group, Inc. 4 years, 6 months Jun 2007 - Dec 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Frederick Banyon

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Answers

Ask a financial questionAsk a question
Portfolio Allocation Review?
I think that paying close attention to portfolio changes made by the portfolio manager is important and so you need to have at least one review annually, but depending on market conditons and events do not feel antsy to do it more especially if it will allay any concerns. Also do not depend exclusiv...  (more)
Answered Apr 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      1
    • as of date
      May 16, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      1
    • as of date
      May 16, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    American Trust Investment Services, Inc.

    Last updated on March 26, 2019
      • $4.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 42
        Accounts
      • $110.2K
        Estimated Average Account Balance

    Fees

    There is no compensation data available to display at this time