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About this Advisor
Timothy Bailey is a financial advisor working in Charlotte, North Carolina with a total of 2 years of relevant experience. Bailey is an employee of Pnc Investments. Their career trajectory has included roles at The Vanguard Group, Inc, Tde Capital and Pnc Investments LLC. Bailey maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Pnc Investments is a financial advisory business operating out of Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 financial advisors. It handles $22 billion in total assets across its 152,386 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 203 charities and foundations. Of its 152,386 accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. Pnc Investments offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees depend on which services the firm provides the client. However, fees charged by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
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Pnc Investments Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Timothy Bailey Work History
Timothy has been registered as a financial advisor for 2 years.*
Pnc Investments LLC
The Vanguard Group, Inc
*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.
Please visit the SEC profile of Timothy Bailey 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
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 email@example.com.
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