Jorge Luis
Rivas Padilla
Pnc Managed Account Solutions, Inc
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About this Advisor
Jorge Luis Rivas Padilla is a chartered financial analyst operating out of Houston, Texas who has 1 year of industry experience. Rivas Padilla currently works for Pnc Managed Account Solutions, Inc. Rivas Padilla has gained experience at Bbva Usa, Inc, Bbva Securities Inc, Bbva Mexico, Bbva Wealth Solutions, Inc and Pnc Investments. Rivas Padilla holds a Series 63 license, qualifying them as a securities agent, and can advise clients in Texas. Pnc Managed Account Solutions, Inc is a registered investment business operating out of Houston, TX. It handles $588 million in assets under management among its 768 accounts, making it one of the bigger firms in the United States by assets under management. Of its 768 customer accounts, just 11% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm provides 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 fees largely are based on the financial services. However, fee types billed by Pnc Managed Account Solutions, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pnc Managed Account Solutions, Inc Brokerage Details
$588,442,024
21
768
$766,201
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jorge Luis Rivas Padilla Work History
Jorge Luis has been registered as a financial advisor for 1 years.*
Pnc Investments
Bbva Usa, Inc
Bbva Securities Inc
Bbva Wealth Solutions, Inc
Bbva Mexico
*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 Jorge Luis Rivas Padilla to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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