Kevin
Coffey
Pnc Investments
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About this Advisor
Kevin Coffey is a financial advisor who works out of Richmond, Texas who has 2 years of relevant experience. Coffey is an advisor for Pnc Investments. During their career, the advisor has held roles at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Compass Bank, Bbva Securities Inc, Encore Insurance/Core Benefit Services, Bbva Wealth Solutions Inc, Bbva Compass Insurance Agency, Inc and Pnc Investments. Coffey maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Pnc Investments is a registered investment firm headquartered in Pittsburgh, PA. It has offices in 583 locations and a total of 1,218 employees. It handles $22 billion in assets under management between its 152,386 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 203 charities and foundations. Of its 152,386 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. The company provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely are based on which service is offered. However, fees billed by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pnc Investments Brokerage Details
$21,629,770,547
1,218
152,386
$141,941
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kevin Coffey Work History
Kevin has been registered as a financial advisor for 2 years.*
Pnc Investments
Encore Insurance/Core Benefit Services
Compass Bank
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Coffey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pnc Investments
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Cleveland, OH
Avon, IN
Dayton, OH
Emerson, NJ
Bernardsville, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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