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Julie Irvine Hamm

PNC Investments

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About Julie Irvine Hamm

Julie Irvine Hamm is a financial advisor currently registered with PNC Investments in CHARLOTTE, NC. Julie has been in the financial industry since 2004 and has held previous roles with LPL FINANCIAL LLC and STEPHENS. Julie holds the Series 63, Series 7, and SIE licenses. Julie's specialties include retirement planning, insurance, and mutual funds.

Firm Information

Julie Hamm 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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Julie Hamm’s Registration & Firm History

NC

04/13/2022 - Present

PNC Investments (CHARLOTTE NC)

SC

12/20/2018 - 04/21/2022

LPL FINANCIAL LLC (FORT MILL SC)

NC

10/06/2004 - 09/28/2018

STEPHENS (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 11/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Irvine Hamm.
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