Tamara
Friar

Pnc Investments

CRD#3181513
Investment Advisor
in Taylor, TX

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About this Advisor

Tamara Friar is a financial advisor based in Taylor, Texas, working with Pnc Investments. Tamara has previously held positions at Compass Bank, Bbva Securities Inc, Pnc Investments, Bbva Wealth Solutions, Inc, and Bbva Compass Insurance Agency Inc. Tamara has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Tamara is part of Pnc Investments, which operates out of Taylor, 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

1701 North Main Street
Taylor, TX 76574

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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

Tamara Friar Work History

2021 - Present (3 years)

Pnc Investments

2021 - 2021 (< 1 year)

Bbva Wealth Solutions, Inc

2013 - 2021 (8 years)

Bbva Securities Inc

2009 - 2021 (12 years)

Compass Bank

1987 - 2021 (34 years)

Bbva Compass Insurance Agency Inc

Disclosures

Please visit the SEC profile of Tamara Friar 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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