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Julia Frances Payne

PNC Investments

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About Julia Frances Payne

Julia Frances Payne is a registered representative with PNC Investments. Julia has been working in the financial services industry since 2012 and has experience in various aspects of financial planning and investment management. Julia holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Julia is registered in multiple states, including Maryland, Florida, Virginia, Delaware, Pennsylvania, North Carolina, Ohio, South Carolina, and Texas. Julia has a specialization in retirement planning, insurance, and estate planning.

Firm Information

Julia Payne 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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Julia Payne’s Registration & Firm History

MD

11/17/2015 - Present

PNC Investments (CHARLOTTE HALL MD)

FL

10/01/2012 - 08/28/2014

J.P. MORGAN SECURITIES LLC (FORT MYERS FL)

FL

07/10/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (FORT MYERS FL)

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Licenses & Designations

IA

Issued 11/17/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2015

Series 7 - General Securities Representative Examination

BC

Issued 07/09/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Frances Payne.
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