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Christopher James Lehan

PNC Investments

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About Christopher James Lehan

Christopher Lehan is a financial advisor with PNC Investments, based in Crescent Springs, Kentucky. Christopher has been in the financial industry since June 2011. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Christopher is also registered in multiple states. Christopher holds multiple licenses including Series 6, 7, and 66 licenses.

Firm Information

Christopher Lehan 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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Christopher Lehan’s Registration & Firm History

KY

12/13/2012 - Present

PNC Investments (CRESENT SPRINGS KY)

FL

08/30/2011 - 12/11/2012

MORGAN STANLEY (CLEARWATER FL)

FL

04/18/2011 - 06/30/2011

WELLS FARGO ADVISORS, LLC (CLEARWATER FL)

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Licenses & Designations

BOTH

Issued 05/24/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/15/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher James Lehan. Review regulatory record here.
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