Alexandria
Dotson

Pnc Investments

CRD#6416801
Investment Advisor
in Wheaton, IL

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About this Advisor

Alexandria Dotson is a financial advisor working in Wheaton, Illinois, who has been in the industry for 10 years. Dotson is currently employed by Pnc Investments. Over the course of their career, Dotson has held roles at U.S. Bank, U.S. Bancorp Investments, Inc, Gap Kids & Baby Outlet, Home Depot, Pnc Investments and Pnc Bank. Dotson has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Illinois. Pnc Investments is an advisory firm that has its headquarters in Wheaton, Illinois. It has offices in 804 locations and a total of 1,516 employees. It oversees $26 billion in total assets across its 150,141 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 211 charitable organizations. Of its 150,141 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. Pnc Investments has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees are based on which services the firm provides the client. Fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

Disclosures

No

Office Location

161 Danada Square East
Wheaton, IL 60187

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

IL Average: 41
Total Number of Accounts

150,141

IL Average: 3,342
Average Account Size

$176,000

IL Average: $4,737,880

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Investment Advisory Services

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

Alexandria Dotson Work History

Alexandria has 10 years of experience.

2018 - Present (4 years)

Pnc Investments

2016 - 2018 (2 years)

Pnc Investments

2016 - 2018 (2 years)

Pnc Bank

2014 - 2016 (2 years)

U.S. Bancorp Investments, Inc

2012 - 2016 (4 years)

U.S. Bank

2012 - 2012 (< 1 year)

Gap Kids & Baby Outlet

2012 - 2012 (< 1 year)

Home Depot

Disclosures

Alexandria Dotson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Christopher Herrel
Cleveland, OH
Quentin Roos
Fredericksburg, VA
John Dipaolo
Brunswick, OH
Jennifer Stoll
Cleveland, OH
David Loeser
Cleveland, OH
Joseph Geronimo
Pittsburgh, PA
Christopher Todd
Dallas, TX
Keith Foley
Jupiter, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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