Carlos
Tijerina Jr
Pnc Investments
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About this Advisor
Carlos Tijerina Jr is a financial advisor who works out of Houston, Texas, who has 1 year of industry experience. Tijerina Jr works at Pnc Investments. Over the course of their career, they have held roles at Bbva Securities Inc, Bbva Usa, Bbva Compass Insurance Agency Inc, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Idea Public Schools, J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, Bbva Wealth Solutions, Inc, Frost Brokerage Services, Frost Investment Services and Pnc Investments LLC. Tijerina Jr maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Texas. Pnc Investments is a registered investment business that has its headquarters in Pittsburgh, PA. The firm has offices in 583 locations and a total of 1,218 advisors. It has $22 billion in assets between its 152,386 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 203 charities and foundations. Of its 152,386 client accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets available to invest. Pnc Investments has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely are based on which services are provided. Fees charged by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pnc Investments Brokerage Details
$21,629,770,547
1,218
152,386
$141,941
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Carlos Tijerina Jr Work History
Carlos has been registered as a financial advisor for 1 years.*
Pnc Investments LLC
Frost Brokerage Services
Frost Investment Services
Bbva Securities Inc
Bbva Usa
Bbva Compass Insurance Agency Inc
Bbva Wealth Solutions, Inc
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Idea Public Schools
J.P. Morgan Securities LLC
J.P. Morgan Chase Bank
*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 Carlos Tijerina Jr 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
Cleveland, OH
Pittsburgh, PA
Cleveland, OH
South Lyon, MI
Avon, IN
Dayton, OH
Emerson, NJ
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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