Lauren
Villarreal

Pnc Investments

CRD#6409612
Investment Advisor
in Washington, DC

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About this Advisor

Lauren Villarreal is a financial advisor who works out of Washington, District Of Columbia with 4 years of relevant experience. Villarreal is on the advisory team at Pnc Investments. Over the course of their career, Villarreal has held roles at First Command Financial Planning Inc, Hybla Valley Elementary School, Homemaker, First Command Insurance Services Inc, First Command Advisory Services and Pnc Investments. Villarreal has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in District Of Columbia. Pnc Investments is a company based out of Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 advisors. It controls $22 billion in assets among its 152,386 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 203 charitable organizations. Of its 152,386 customer accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. Pnc Investments performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

800,17Th Street Nw
Washington, DC 20006

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

DC Average: $15,833,994,310
Total Number of Employees

1,218

DC Average: 41
Total Number of Accounts

152,386

DC Average: 3,342
Average Account Size

$141,941

DC Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Lauren Villarreal Work History

Lauren has been registered as a financial advisor for 4 years.*

2016 - Present (8 years)

Pnc Investments

2015 - 2016 (1 year)

First Command Financial Planning Inc

2015 - 2016 (1 year)

First Command Insurance Services Inc

2015 - 2016 (1 year)

First Command Advisory Services

2014 - 2015 (1 year)

First Command Financial Planning Inc

2013 - 2015 (2 years)

Hybla Valley Elementary School

2013 - 2013 (< 1 year)

Homemaker

2013 - 2013 (< 1 year)

Homemaker

*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 Lauren Villarreal 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

Joseph Geronimo
Pittsburgh, PA
Abby Smith
Pittsburgh, PA
Justin Fornataro
Pittsburgh, PA
Christopher Todd
Cleveland, OH
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Roger Marvinney
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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