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Kimberly Ann Dunn-mcgrath

PNC Investments

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About Kimberly Ann Dunn-mcgrath

Kimberly Dunn-mcgrath is an investment advisor representative at PNC Investments. Kimberly has been working in the financial industry since 2008, and has experience working with both individuals and businesses. Kimberly Dunn-mcgrath is registered to provide investment advice in 29 states.

Firm Information

Kimberly Dunn-mcgrath 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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Kimberly Dunn-mcgrath’s Registration & Firm History

NC

07/24/2019 - Present

PNC Investments (CHARLOTTE NC)

NC

09/12/2018 - 05/03/2019

PARK AVENUE SECURITIES LLC (CHARLOTTE NC)

NC

12/20/2017 - 07/26/2018

PNC INVESTMENTS (CHARLOTTE NC)

NC

02/07/2017 - 07/25/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)

OH

07/10/2008 - 01/06/2017

VALMARK SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 01/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2015

Series 7 - General Securities Representative Examination

BC

Issued 07/09/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Ann Dunn-mcgrath.
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