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David C Douglass

PNC Investments

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About David C Douglass

David Douglass is a financial advisor at PNC Investments. David Douglass has been working in the financial industry since 2008. David Douglass is registered in Ohio and has previously worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David Douglass specializes in retirement planning, college savings, and estate planning. David Douglass holds Series 7, Series 10, and Series 66 licenses.

Firm Information

David Douglass 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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David Douglass’s Registration & Firm History

OH

01/25/2017 - Present

PNC Investments (COLUMBUS OH)

OH

10/01/2012 - 05/06/2016

J.P. MORGAN SECURITIES LLC (Westerville OH)

OH

01/12/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (REYNOLDSBURG OH)

OH

01/26/2009 - 01/03/2011

WELLS FARGO ADVISORS, LLC (COLUMBUS OH)

OH

08/23/2007 - 12/22/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 10/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David C Douglass. Review regulatory record here.
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