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Brian David Bonsall

PNC Investments

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About Brian David Bonsall

Brian Bonsall is an investment advisor representative with PNC Investments, with over 20 years of experience in the financial industry. Brian has a diverse background, having worked with both NatCity Investments, Inc. and Hantz Financial Services, Inc. Brian's expertise spans a range of services, including portfolio management for individuals and businesses. Brian has a strong track record of providing personalized financial advice, helping clients achieve their financial goals.

Firm Information

Brian Bonsall 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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Brian Bonsall’s Registration & Firm History

MI

08/10/2010 - Present

PNC Investments (DEXTER MI)

MI

01/28/2009 - 11/13/2009

NATCITY INVESTMENTS, INC. (ANN ARBOR MI)

MI

07/23/2002 - 12/24/2008

HANTZ FINANCIAL SERVICES, INC. (WOODHAVEN MI)

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Licenses & Designations

BOTH

Issued 09/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2003

Series 7 - General Securities Representative Examination

BC

Issued 07/22/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian David Bonsall. Review regulatory record here.
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