Michael
Lovell

Pnc Investments

CRD#6024776
Investment Advisor
in Charlotte, NC

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About this Advisor

Michael Lovell is a financial advisor who works in Charlotte, North Carolina, with a total of 5 years of industry experience. Lovell works at Pnc Investments. Throughout their career, Lovell has worked at Proshare Advisors, Teksystems and Pnc Investments. Lovell maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Pnc Investments is an advisory firm based in Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 financial advisors. It controls $22 billion in total assets across its 152,386 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 203 charities and foundations. Of its 152,386 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm performs 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 fee schedules usually are based on the type of services. However, fee types billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Office Location

200 Providence Rd.
Charlotte, NC 28207

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

NC Average: 41
Total Number of Accounts

152,386

NC Average: 3,342
Average Account Size

$141,941

NC 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

Michael Lovell Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Pnc Investments

2017 - 2017 (< 1 year)

Teksystems

2017 - 2018 (1 year)

Pnc Investments

2013 - 2017 (4 years)

Proshare Advisors

*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 Michael Lovell 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

Robert Burns
Pittsburgh, PA
Christopher Todd
Cleveland, OH
Eric Palomo
Cleveland, OH
Nicholas Sarnacki
South Lyon, MI
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Roger Marvinney
Bernardsville, NJ

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.

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