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Joshua Ryan Branham

PNC Investments

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About Joshua Ryan Branham

Joshua Branham is a financial advisor who has been in the industry since 2019 and is currently associated with PNC Investments in Lexington, KY. Joshua has prior experience with Ameriprise Financial Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua holds Series 7TO, SIE, and Series 66 licenses.

Firm Information

Joshua Branham 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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Joshua Branham’s Registration & Firm History

KY

10/07/2024 - Present

PNC Investments (LEXINGTON KY)

KY

05/13/2022 - 09/28/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Maysville KY)

KY

02/26/2019 - 05/17/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEXINGTON KY)

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Licenses & Designations

BOTH

Issued 04/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Ryan Branham.
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