James
Halabi
Pnc Investments
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About this Advisor
James Halabi is a financial advisor based in Washington, District of Columbia, working with Pnc Investments. James has previously held positions at Capital One Financial Advisors, Capital One Sharebuilder, Inc, Sharebuilder 401K, Cuso Financial Services, Lp, Tdameritrade, Charles Schwab And Co., Inc, Charles Schwab Bank Ssb, and Pnc Investments LLC. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in the District of Columbia. Currently, James is part of Pnc Investments, which operates out of Washington, District of Columbia. The firm has 610 offices and 1,585 employees. The firm manages assets totaling $26.5 billion and serves 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
$26,533,775,810
1,585
157,533
$168,433
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Halabi Work History
Pnc Investments LLC
Charles Schwab Bank Ssb
Charles Schwab And Co., Inc
Tdameritrade
Cuso Financial Services, Lp
Capital One Sharebuilder, Inc
Sharebuilder 401K
Capital One Financial Advisors
Disclosures
Please visit the SEC profile of James Halabi 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
Wilmington, OH
Louisville, KY
Carnegie, PA
Cincinnati, OH
Katy, TX
New York, NY
Oscoda, MI
Austin, TX
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