William
Mccormick

Pnc Investments

CRD#7342176
Investment Advisor
in Louisville, KY

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About this Advisor

William Mccormick is a financial advisor based in Louisville, Kentucky, working with Pnc Investments. William has previously held positions at Bankers Life & Casualty, Inc, The Ec Group, Bankers Life Securities, Inc, and Pnc Investments. William has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, William is part of Pnc Investments, which operates out of Louisville, Kentucky. 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

Series 66

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

6900 Dixie Hwy Suite 101
Louisville, KY 40258

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Pnc Investments Brokerage Details

Total Assets Under Management

$23,895,732,856

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

1,475

KY Average: 41
Total Number of Accounts

152,189

KY Average: 3,342
Average Account Size

$157,014

KY 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

William Mccormick Work History

2021 - Present (3 years)

Pnc Investments

2021 - 2021 (< 1 year)

Bankers Life Securities, Inc

2016 - 2021 (5 years)

Bankers Life & Casualty, Inc

2011 - 2016 (5 years)

The Ec Group

Disclosures

Please visit the SEC profile of William Mccormick 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

Nathan Hartwig
Taylor, MI
Aja Gross
Plano, TX
Ryan Strong
Annandale, VA
Alejandro Barrera
Bel Air, MD
Sharmin Shanta
Cleveland, OH
Brian Betz
Pittsburgh, PA
Eric Robbins
Charlotte, NC
David Mudrock
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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