Advisor at PNC Wealth Management
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.
Pittsboro, NC
North Carolina
PNC Investments LLC
2023 - Present (3 years)
Valic Financial Advisors
2021 - 2023 (2 years)
Mass Mutual Investors Services
2021 - 2021 (1 year)
MassMutual Life Insurance Company
2021 - 2021 (1 year)
Mutual of Omaha Insurance Company
2019 - 2021 (2 years)
Mutual of Omaha Investor Services
2019 - 2021 (2 years)
J.P. Morgan Securities, LLC
2019 - 2019 (1 year)
JPMorgan Chase Bank, N.A.
2019 - 2019 (1 year)
Allstate
2019 - 2019 (1 year)
MWA Financial Services Inc
2018 - 2019 (1 year)
Modern Woodmen of America
2017 - 2019 (2 years)
Unemployed
2016 - 2017 (1 year)
ABA Associates
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
CFP®, Series 65
Chapel Hill, NC
Maze Financial Planning
CFP®, Series 66
Chapel Hill, NC
Newcomb Financial Advisors, LLC
CFA®, Series 63, Series 65
Pittsboro, NC
Queenfin LLC
CFP®, Series 63, Series 65
Chapel Hill, NC
Tarheel Advisors, LLC
Series 65
Pittsboro, NC
Millennium Planning Group, LLC
CFP®, Series 63, Series 65
Chapel Hill, NC
Tarheel Advisors, LLC
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