Todd
Davis

Pnc Investments

CRD#6492788
Investment Advisor
in Charlotte, NC

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About this Advisor

Todd Davis is a financial advisor based out of Charlotte, North Carolina, with 10 years of experience as a financial advisor. Davis works at Pnc Investments. Over the course of their career, Davis has held roles at Edward Jones, Wells Fargo Home Mortgage, Kalos Capital, Kalos Management and Pnc Investments. Davis maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Pnc Investments is an advisory business based out of Charlotte, North Carolina. The firm has offices in 804 locations and a total of 1,516 advisors. It manages $26 billion in assets under management between its 150,141 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 211 charitable organizations. Of its 150,141 accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company offers 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 advisory services are based on which services the firm provides the client. However, fee types charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

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

No

Office Location

200 Providence Rd.
Charlotte, NC 28207

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

NC Average: 41
Total Number of Accounts

150,141

NC Average: 3,342
Average Account Size

$176,000

NC Average: $4,737,880

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Investment Advisory Services

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

Todd Davis Work History

Todd has 10 years of experience.

2018 - Present (4 years)

Pnc Investments

2016 - 2016 (< 1 year)

Kalos Capital

2016 - 2016 (< 1 year)

Kalos Management

2016 - 2018 (2 years)

Pnc Investments

2015 - 2016 (1 year)

Edward Jones

2014 - 2015 (1 year)

Wells Fargo Home Mortgage

2013 - 2014 (1 year)

Wells Fargo Home Mortgage

2012 - 2013 (1 year)

Wells Fargo Home Mortgage

Disclosures

Todd Davis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Mirna Salazar
New Braunfels, TX
Jared Hughes
Charlotte, NC
David Mateski
Pittsburgh, PA
David Massey
Horsham, PA
Andrea Pineda
Houston, TX
Alexandria Dotson
Wheaton, IL
Alfred Farrell
Holmdel, NJ
Luke Hoff
Belvidere, NJ

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.

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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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