Christine
Tran

Pnc Investments

CRD#6770852
Investment Advisor
in Houston, TX

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About this Advisor

Christine Tran is a financial advisor based in Houston, Texas, working with Pnc Investments. Christine has previously held positions at Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Compass Bank, Bbva Wealth Solutions Inc, Pnc Investments LLC, and Pnc Bank. Christine has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Christine is part of Pnc Investments, which operates out of Houston, Texas. The firm has 572 offices and 1,475 employees. The firm manages assets totaling $23.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Pnc Investments includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

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

Office Location

Houston, TX

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Pnc Investments Brokerage Details

Total Assets Under Management

$23,895,732,856

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

1,475

TX Average: 41
Total Number of Accounts

152,189

TX Average: 3,342
Average Account Size

$157,014

TX Average: $4,737,880

Investment Advisory Services

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

Christine Tran Work History

2023 - Present (1 year)

Pnc Investments LLC

2021 - Present (3 years)

Pnc Bank

2019 - 2021 (2 years)

Bbva Wealth Solutions Inc

2017 - 2021 (4 years)

Bbva Securities Inc

2016 - 2021 (5 years)

Bbva Compass Insurance Agency, Inc

2007 - 2021 (14 years)

Compass Bank

Disclosures

Please visit the SEC profile of Christine Tran 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

Nathan Hartwig
Taylor, MI
Aja Gross
Plano, TX
Ryan Strong
Annandale, VA
Alejandro Barrera
Bel Air, MD
Sharmin Shanta
Cleveland, OH
Brian Betz
Pittsburgh, PA
Eric Robbins
Charlotte, NC
David Mudrock
Potomac, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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