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Georgia A Phillips

PNC Investments

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About Georgia A Phillips

Georgia A. Phillips is a financial advisor with over 20 years of experience in the industry. Georgia currently works as a Registered Representative for PNC Investments. Prior to joining PNC Investments, Georgia worked for Investment Professionals, Inc. and UVEST Financial Services Group, Inc. Georgia is registered with the state of Pennsylvania to provide both investment advisory and brokerage services. Georgia is a Series 66, Series 63, Series 53, Series 24, Series 7, and SIE licensed representative. Georgia specializes in portfolio management for businesses and individuals, as well as the selection of other advisors.

Firm Information

Georgia Phillips 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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Georgia Phillips’s Registration & Firm History

PA

11/18/2013 - Present

PNC Investments (PITTSBURGH PA)

TX

04/11/2007 - 02/18/2010

INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)

NC

04/18/2000 - 04/13/2007

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 11/18/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/14/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2004

Series 7 - General Securities Representative Examination

BC

Issued 04/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Georgia A Phillips.
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