Juan Carlos
Barraza
Pnc Managed Account Solutions, Inc
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About this Advisor
Juan Carlos Barraza is a financial advisor who works in Houston, Texas with a total of 1 year of industry experience. Barraza is on the advisory team at Pnc Managed Account Solutions, Inc. Barraza has gained experience at Pnc Managed Account Solutions, Inc, Bbva Compass Investment Solutions, Inc, Compass Bank, Bbva Securities Inc and Pnc Investments. Barraza maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Pnc Managed Account Solutions, Inc is a financial advisory firm based in Houston, TX. It has $588 million in assets between its 768 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 768 customer accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged 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
Juan Carlos Barraza Work History
Juan Carlos has been registered as a financial advisor for 1 years.*
Pnc Investments
Pnc Managed Account Solutions, Inc
Bbva Securities Inc
Bbva Compass Investment Solutions, Inc
Compass 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 Juan Carlos Barraza 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 Managed Account Solutions, Inc
Houston, TX
Miami, FL
Houston, TX
Miami, FL
Houston, TX
Houston, TX
El Paso, TX
Laredo, TX
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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