Christopher
Todd
Pnc Investments
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About this Advisor
Christopher Todd is a financial advisor who works in Dallas, Texas, who has been in the financial industry for 10 years. Todd works at Pnc Investments. Their career trajectory has included roles at University Of Texas At Arlington, Td Ameritrade, Compass Bank, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc and Pnc Investments. Todd has Series 66 and Series 63 licenses, certifying them as a securities agent, and is approved to work in Texas. Pnc Investments is a company that has its headquarters in Dallas, Texas. The investment advisory business has offices in 804 locations and a total of 1,516 employees. It manages $26 billion in assets between its 150,141 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 211 charitable organizations. Of its 150,141 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. The firm performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually are based on which services the firm provides the client. However, fees billed by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Pnc Investments Brokerage Details
$26,424,820,270
1,516
150,141
$176,000
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Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christopher Todd Work History
Christopher has 10 years of experience.
Pnc Investments
Bbva Compass Insurance Agency, Inc
Bbva Wealth Solutions Inc
Compass Bank
Bbva Securities Inc
Td Ameritrade
University Of Texas At Arlington
Disclosures
Christopher Todd has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
Columbus, OH
Charlotte, NC
Charlotte, NC
Greenwood, IN
Pittsburgh, PA
Dallas, TX
Canonsburg, PA
Monroeville, PA
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.
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