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Charles John Topley

PNC Investments

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About Charles John Topley

Charles Topley is an active investment advisor representative with PNC Investments based in Doylestown, Pennsylvania. Charles has been in the financial industry since August 1999. Charles has been registered with PNC Investments since January 2004. Previously, Charles was registered with J.J.B. HILLIARD, W.L. LYONS, INC. in Louisville, Kentucky, PNC BROKERAGE CORP in Pittsburgh, Pennsylvania, and LINCOLN INVESTMENT PLANNING, INC. in Fort Washington, Pennsylvania. Charles holds Series 6, 7 and 66 securities licenses as well as a Pennsylvania Investment Advisor Representative license.

Firm Information

Charles Topley 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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Charles Topley’s Registration & Firm History

PA

01/01/2004 - Present

PNC Investments (DOYLESTOWN PA)

KY

06/01/2002 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

06/28/2000 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

PA

08/18/1999 - 06/21/2000

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

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Licenses & Designations

BOTH

Issued 08/17/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/17/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles John Topley.
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