Luis
Melgar
Pnc Investments
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About this Advisor
Luis Melgar is a financial advisor working in Libertyville, Illinois with 1 year of relevant experience. Melgar is on the advisory team at Pnc Investments. Throughout their career, they have worked at Purshe Kaplan Sterling Investments, Mcadam LLC, Main Event Entertainment, William Rainey Harper College, Career Education Corporation, Mosquito Hunters, P.F. Chang'S, Big Bowl Chinese & Thai, Brunswick'S, Laser Quest, Qcss, Buffalo Grove High School, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Pnc Investments Inc. Melgar maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Illinois. Pnc Investments is a financial advisory firm based out of Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 financial advisors. It oversees $22 billion in total assets across its 152,386 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 203 charities and foundations. Of its 152,386 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. The firm has 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 are based on which service is offered. However, fee types charged by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pnc Investments Brokerage Details
$21,629,770,547
1,218
152,386
$141,941
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Luis Melgar Work History
Luis has been registered as a financial advisor for 1 years.*
Pnc Investments Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Mosquito Hunters
Buffalo Grove High School
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Purshe Kaplan Sterling Investments
Mcadam LLC
Main Event Entertainment
Qcss
Career Education Corporation
Mosquito Hunters
P.F. Chang'S
Big Bowl Chinese & Thai
Brunswick'S
Laser Quest
William Rainey Harper College
*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 Luis Melgar 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
Jacksonville, FL
Hanover, PA
Pittsburgh, PA
Akron, OH
Avon, IN
Dayton, OH
Emerson, NJ
South Lyon, MI
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.
