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James Edwin Clark

PNC Investments

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About James Edwin Clark

James Edwin Clark is a financial advisor at PNC Investments. James has been in the financial industry for over 30 years and is registered to provide investment advice in 16 states. James has experience working with a wide range of clients, including individuals, corporations, charitable organizations, and pension plans. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

James Clark 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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James Clark’s Registration & Firm History

DC

08/16/2016 - Present

PNC Investments (WASHINGTON DC)

SC

11/19/2003 - 05/24/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

DC

01/04/1999 - 11/19/2003

RIGGS SECURITIES INC. (WASHINGTON DC)

CA

12/01/1995 - 01/14/1999

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NA

02/08/1993 - 12/17/1995

INDEPENDENT FINANCIAL SECURITIES, INC.

MO

05/07/1992 - 10/29/1992

CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)

MA

05/09/1991 - 05/19/1992

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

05/09/1991 - 05/19/1992

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MN

03/12/1990 - 05/20/1991

AMEV INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 06/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Edwin Clark.
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