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Bryan L. Turnbull

PNC Investments

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About Bryan L. Turnbull

Bryan Turnbull is a financial advisor with over 12 years of experience in the financial services industry. Bryan has worked for several reputable financial institutions, including BBVA Securities Inc., BBVA Wealth Solutions Inc., and PNC Investments. He has a broad range of experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. He is registered as a Registered Representative and Investment Advisor Representative with PNC Investments. Bryan holds Series 6, 7, 63, and 65 licenses.

Firm Information

Bryan Turnbull 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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Bryan Turnbull’s Registration & Firm History

CA

08/18/2021 - Present

PNC Investments (MODESTO CA)

CA

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (TURLOCK CA)

CA

04/04/2011 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (ATWATER CA)

CA

05/02/2009 - 03/09/2011

CHASE INVESTMENT SERVICES CORP. (MODESTO CA)

CA

04/17/2009 - 05/02/2009

WAMU INVESTMENTS, INC. (MODESTO CA)

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Licenses & Designations

IA

Issued 12/08/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/16/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan L. Turnbull.
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