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Megan Lynn Heaton

PNC Investments

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About Megan Lynn Heaton

Megan Lynn Heaton is an investment advisor representative at PNC Investments. Megan has over 14 years of experience in the financial services industry. Megan's background includes experience at LPL Financial, Parkland Securities, and Sigma Financial. Megan holds the Series 7, 24, 31, 52, 53, and 66 securities licenses. Megan has a strong understanding of the financial markets and can help clients meet their investment goals.

Firm Information

Megan Heaton 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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Megan Heaton’s Registration & Firm History

MI

04/27/2022 - Present

PNC Investments (ANN ARBOR MI)

MI

05/14/2019 - 05/16/2022

LPL FINANCIAL LLC (SUPERIOR TWP. MI)

MI

03/05/2009 - 05/09/2019

PARKLAND SECURITIES, LLC (ANN ARBOR MI)

MI

10/13/2008 - 05/09/2019

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

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Licenses & Designations

BOTH

Issued 11/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2019

Series 4 - Registered Options Principal Examination

BC

Issued 07/30/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/22/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 10/10/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Lynn Heaton.
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