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Brian Scott Atkinson

PNC Investments

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About Brian Scott Atkinson

Brian Atkinson is a financial advisor at PNC Investments. Brian has over 20 years of experience in the industry and is registered with FINRA and the state of Pennsylvania. Brian has a strong track record of success in helping clients achieve their financial goals. Brian specializes in providing financial planning and investment management services to individuals, families, and businesses. PNC Investments offers a wide range of financial products and services, including investment management, retirement planning, and insurance. Brian can help you develop a customized financial plan that meets your unique needs and goals.

Firm Information

Brian Atkinson 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 Atkinson’s Registration & Firm History

PA

07/01/2009 - Present

PNC Investments (AMBLER PA)

NJ

03/19/2002 - 06/24/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)

NY

08/25/1999 - 03/19/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Scott Atkinson.
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