Brian
Wasson

Pnc Investments

CRD#4329934
Investment Advisor
in Azle, TX

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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

Series 63, Series 65

Years of Experience

12 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

150 Industrial Avenue
Azle, TX 76020

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

TX Average: 41
Total Number of Accounts

150,141

TX Average: 3,342
Average Account Size

$176,000

TX 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

Brian Wasson Work History

Brian has 12 years of experience.

2021 - Present (1 year)

Pnc Investments

2017 - 2021 (4 years)

Bbva Wealth Solutions Inc

2013 - 2021 (8 years)

Bbva Securities Inc

2010 - 2021 (11 years)

Compass Bank

2010 - 2013 (3 years)

Bbva Compass Investment Solutions, Inc

2010 - 2021 (11 years)

Bbva Compass Insurance Agency, Inc

Disclosures

Brian Wasson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Jared Hughes
Charlotte, NC
Deborah Chamblee
Birmingham, AL
Jennifer Stoll
Cleveland, OH
Julian Singleton
Pittsburgh, PA
Robert Zigmond
Charlotte, NC
John Randall
Chardon, OH
Nicole Moses
Mckeesport, PA
Andrew Psilis
Rochester, MI

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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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