Kevin
Delvalle
Pnc Investments
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About this Advisor
Kevin Delvalle is a financial advisor based in Jacksonville Beach, Florida, working with Pnc Investments. Kevin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bks Partners, Kestra Investment Services, LLC, Raymond James Financial Services, Inc, Fleishel Financial Associates, Inc, Fleishel Financial Associates, Raymond James Financial Services Advisors, Inc, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Pnc Investments. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Kevin is part of Pnc Investments, which operates out of Jacksonville Beach, Florida. 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
Kevin Delvalle Work History
Pnc Investments
Regions Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Raymond James Financial Services, Inc
Fleishel Financial Associates, Inc
Fleishel Financial Associates
Raymond James Financial Services Advisors, Inc
Kestra Investment Services, LLC
Bks Partners
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Kevin Delvalle 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
The content in this profile was updated by SmartAsset on 6/19/2024. 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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