Advisor at Bankers Investment Counseling
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bankers Investment Counseling
Location
Ventura, CA 93003
Credentials
Series 63, Series 66
Industry experience
24 years
Andrew Killion is a financial advisor with Bankers Investment Counseling in Ventura, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, as well as operating a marine surveying business, Anchors Way Advisors, LLC, which inspects vessels for regulatory and safety compliance. Bankers Investment Counseling provides investment counseling and discretionary portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $18.4 million across 43 client accounts. The firm develops written investment policies tailored to each client’s objectives and uses a combination of fundamental, technical, quantitative, and qualitative analysis in portfolio management.
$0 - $150,000: 1.50% $150,001 - $250,000: 0.70% $250,001 - $500,000: 0.60% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.40%
Account minimum: $50,000 Minimum fee: Minimum annual advisory fee of $750 Fee-only: Advisory fees charged quarterly as percentage of assets under management according to tiered schedule; no commissions accepted
5450 Telegraph Road, Suite 265
Ventura, CA 93003
California
Anchors Way Advisors, LLC
2023 - Present (3 years)
Bankers Investment Counseling Company
2019 - Present (7 years)
BANK of AMERICA, N.A.
2016 - 2019 (3 years)
Merrill
2015 - 2019 (4 years)
Andy Killion-Marine Surveyor
2015 - 2023 (8 years)
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Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 66
Oxnard, CA
Accrescent Capital Management LLC
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