About this Advisor
Brian Wasson is a financial advisor working in Azle, Texas, with a total of 12 years of financial industry experience. Wasson is currently employed by Pnc Investments. Throughout their career, Wasson has worked at Compass Bank, Bbva Compass Investment Solutions, Inc, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc and Pnc Investments. Wasson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Pnc Investments is a business that has its headquarters in Azle, Texas. The investment advisory business has offices in 804 locations and a total of 1,516 advisors. It controls $26 billion in assets under management between its 150,141 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 211 charitable organizations. Of its 150,141 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically vary depending on the type of financial services offered. Fees billed by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Pnc Investments Brokerage Details
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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
Brian Wasson Work History
Brian has 12 years of experience.
Bbva Wealth Solutions Inc
Bbva Securities Inc
Bbva Compass Investment Solutions, Inc
Bbva Compass Insurance Agency, Inc
Brian Wasson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
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 email@example.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.
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