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Kevin Dwayne Martin

PNC Investments

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About Kevin Dwayne Martin

Kevin Dwayne Martin is a financial advisor with over 25 years of experience in the industry. Kevin is currently registered with PNC Investments and has been with the firm since August 2010. Kevin has a strong background in providing financial advice to individuals, corporations, and institutional clients. Kevin holds licenses to provide both investment advisory and brokerage services in several states including Ohio, Indiana, Kentucky, and others.

Firm Information

Kevin Martin 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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Kevin Martin’s Registration & Firm History

OH

08/09/2010 - Present

PNC Investments (SPRINGFIELD OH)

OH

03/05/2010 - 06/01/2010

EDWARD JONES (BELLBROOK OH)

OH

01/02/2008 - 01/05/2010

CUSO FINANCIAL SERVICES, L.P. (KETTERING OH)

OH

06/25/2007 - 01/07/2008

LINSCO/PRIVATE LEDGER CORP. (CENTERVILLE OH)

OH

10/13/2004 - 05/21/2007

NATCITY INVESTMENTS, INC. (KETTERING OH)

OH

09/05/1996 - 10/13/2004

RED CAPITAL MARKETS, INC. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 12/20/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Dwayne Martin.
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