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Edward Dale McCombs

PNC Investments

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About Edward Dale McCombs

Edward Dale McCombs is a registered representative with PNC Investments. Edward has been in the industry since 1994. Edward has held prior roles with NATCITY INVESTMENTS, INC., DIRECTED SERVICES LLC and UBS PAINEWEBBER INC.

Firm Information

Edward McCombs 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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Edward McCombs’s Registration & Firm History

MI

10/12/2010 - Present

PNC Investments (WHITEHALL MI)

MI

09/09/2009 - 11/13/2009

NATCITY INVESTMENTS, INC. (MUSKEGON MI)

PA

05/22/2007 - 04/30/2009

DIRECTED SERVICES LLC (WEST CHESTER PA)

MI

08/24/2001 - 05/16/2007

NATCITY INVESTMENTS, INC. (MUSKEGON MI)

OH

08/24/2001 - 12/31/2001

NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)

NJ

08/16/1996 - 09/04/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

MI

06/15/1994 - 09/13/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 06/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2003

Series 24 - General Securities Principal Examination

BC

Issued 04/07/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Edward Dale McCombs. Review regulatory record here.
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