Beverly
Thomas

Pnc Investments

CRD#4147170
Investment Advisor
in Clinton, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Beverly Thomas is a financial advisor working out of Clinton, Maryland, with 10 years of financial industry experience. Thomas is currently employed by Pnc Investments. They have been employed by Pnc Investments for all of their career. Thomas maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Maryland. Pnc Investments is a firm headquartered in Clinton, Maryland. It has offices in 804 locations and a total of 1,516 advisors. It oversees $26 billion in assets under management among its 150,141 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 211 charitable organizations. Of its 150,141 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in 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. Fees for financial management largely vary depending on which services are offered. However, fee types billed 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

Yes

Office Location

6551 Coventry Way
Clinton, MD 20735

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

MD Average: 41
Total Number of Accounts

150,141

MD Average: 3,342
Average Account Size

$176,000

MD Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Beverly Thomas Work History

Beverly has 10 years of experience.

2012 - Present (10 years)

Pnc Investments

Disclosures

Beverly Thomas has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Jason Daniels
West Palm Beach, FL
Jeanne Comer
Cincinnati, OH
Keith Blumenstock
Charlotte, NC
Lonnie Tate
Indianapolis, IN
Christopher Todd
Dallas, TX
Todd Davis
Charlotte, NC
Mirna Salazar
New Braunfels, TX
Madison Sharick
Pittsburgh, PA

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started