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Lori Ann Welborn

PNC Investments

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About Lori Ann Welborn

Lori Ann Welborn is a Registered Representative with PNC Investments, a firm with a long history of serving clients in various financial sectors. With over 25 years of experience in the financial industry, Lori has a deep understanding of various investment strategies and financial planning needs. Lori has previously held positions with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Lori is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Lori Welborn 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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Lori Welborn’s Registration & Firm History

TX

08/19/2021 - Present

PNC Investments (DALLAS TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (RICHARDSON TX)

TX

06/29/2006 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (RICHARDSON TX)

AL

08/26/2002 - 02/03/2006

COLONIAL BROKERAGE, INC. (MONTGOMERY AL)

IN

07/30/1996 - 07/23/2002

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

07/30/1996 - 07/23/2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 03/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Lori Ann Welborn. Review regulatory record here.
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