ChooseAFinancialAdvisor.com
Advisors / Idaho / Swan Valley
35yrs

Mark S Banner

Financial advisor at Cetera Investment Advisers

Swan Valley, IDCFP®ChFCTop 8% by experience in Idaho
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At a glance

Experience35 years (since 1992)
How that compares ?Top 8% by experience in Idaho
OfficeSwan Valley, ID
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. 2024 – now
    Cetera Investment Advisers LLCCurrent firm
  2. 1999 – 2004
    Vestax Securities CorporationPreviously

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Mark

How do I contact Mark?

Call Cetera Investment Advisers at 310-257-7880 and ask for Mark S Banner. Mark works from the Swan Valley, ID office.

How long has Mark been a financial advisor?

Mark has been in the industry since 1992, about 35 years. Top 8% by experience in Idaho.

What licenses does Mark hold?

Series 63. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Mark paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.