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David Lamon Warner

PNC Investments

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About David Lamon Warner

David Lamon Warner is a registered investment advisor with PNC Investments. David Warner is a registered investment advisor with PNC Investments. David Lamon Warner has been in the financial industry since May 1998. David Warner's registration date is April 7, 2011. David Lamon Warner holds licenses to conduct business in 22 states and the District of Columbia. David Lamon Warner offers portfolio management for individuals, businesses, and other investment advisors.

Firm Information

David Warner 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 Warner’s Registration & Firm History

VA

04/07/2011 - Present

PNC Investments (ASHBURN VA)

MD

09/17/2010 - 03/24/2011

MORGAN STANLEY SMITH BARNEY (ANNAPOLIS MD)

NC

06/30/2000 - 12/31/2009

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

PA

08/13/1997 - 06/29/2000

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 10/22/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2001

Series 7 - General Securities Representative Examination

BC

Issued 08/12/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Lamon Warner. Review regulatory record here.
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