Christopher
Banta
Pnc Investments
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About this Advisor
Christopher Banta is a financial advisor based in Carlsbad, California, working with Pnc Investments. Christopher has previously held positions at California Medical College, Axa Advisors, LLC, San Diego Unified School District, Self-Employed Consultant, Southern California University Of Health Sciences, Northwestern Mutual Investment Services, LLC, Equitable Advisors, LLC, Pnc Investments LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America N.A. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Christopher is part of Pnc Investments, which operates out of Carlsbad, California. The firm has 572 offices and 1,475 employees. The firm manages assets totaling $23.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Pnc Investments includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pnc Investments Brokerage Details
$23,895,732,856
1,475
152,189
$157,014
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christopher Banta Work History
Pnc Investments LLC
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Axa Advisors, LLC
Equitable Advisors, LLC
Northwestern Mutual Investment Services, LLC
San Diego Unified School District
Self-Employed Consultant
California Medical College
Southern California University Of Health Sciences
Disclosures
Please visit the SEC profile of Christopher Banta 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
Taylor, MI
Plano, TX
Annandale, VA
Bel Air, MD
Cleveland, OH
Pittsburgh, PA
Charlotte, NC
Potomac, MD
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