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Bradford Brian Avery

PNC Investments

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About Bradford Brian Avery

Bradford Avery is an investment professional with over 27 years of experience in the financial services industry. Bradford is currently registered with PNC Investments as a registered representative and investment advisor representative, where has been employed since March 2013. Prior to joining PNC Investments, Bradford held positions at LINSCO/Private Ledger Corp., Riggs Securities Inc., Financial Network Investment Corporation, Compulife Investor Services, Inc. and AEGON USA Securities Inc. Bradford specializes in investment services including Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisers.

Firm Information

Bradford Avery is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradford Avery’s Registration & Firm History

VA

05/18/2005 - Present

PNC Investments (MCLEAN VA)

SC

11/19/2003 - 05/20/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

DC

01/04/1999 - 11/19/2003

RIGGS SECURITIES INC. (WASHINGTON DC)

CA

11/09/1998 - 01/14/1999

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

MN

12/20/1995 - 10/05/1998

COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)

IA

10/10/1995 - 12/21/1995

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 01/14/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/09/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradford Brian Avery.
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