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Brian Lee Bogue

PNC Investments

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About Brian Lee Bogue

Brian Bogue is a financial advisor at PNC Investments. Brian is licensed to provide financial advice in 11 states. Brian has been in the securities industry since September 2002. Brian has worked with PNC Investments since August 2021. Brian has also worked with BBVA Securities INC. and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Brian is registered to offer financial advice to individuals, corporations or other businesses, high net worth individuals, pension and profit-sharing plans, and charitable organizations.

Firm Information

Brian Bogue 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 Bogue’s Registration & Firm History

TX

08/18/2021 - Present

PNC Investments (KILGORE TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (MARSHALL TX)

TX

02/08/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (KILGORE TX)

TX

02/08/2007 - 12/23/2009

GUARANTY BROKERAGE SERVICES, INC. (LONGVIEW TX)

TX

07/06/2005 - 01/23/2007

CHASE INVESTMENT SERVICES CORP. (MARSHALL TX)

IL

09/17/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

AZ

06/05/2002 - 08/13/2004

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 05/13/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Lee Bogue.
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