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David Charles Latshaw

PNC Investments

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About David Charles Latshaw

David Latshaw is a financial advisor registered with PNC Investments. David has been in the financial industry since March 5, 1995. PNC Investments is a registered investment advisor firm headquartered in Pittsburgh, Pennsylvania. The firm manages over $23.8 billion in assets and provides advisory services for a range of clients, including individuals, families, corporations, and charitable organizations.

Firm Information

David Latshaw 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 Latshaw’s Registration & Firm History

AZ

08/30/2021 - Present

PNC Investments (SCOTTSDALE AZ)

AZ

05/16/2013 - 08/23/2021

BBVA SECURITIES INC. (CHANDLER AZ)

AZ

10/10/2003 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (TUCSON AZ)

IL

04/28/1995 - 10/02/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

PA

02/13/1995 - 04/13/1995

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BOTH

Issued 01/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/30/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Charles Latshaw.
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