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Noel R. Kirby

PNC Investments

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About Noel R. Kirby

Noel Kirby is a financial advisor with PNC Investments, a firm that provides various advisory services. Noel is registered to provide investment advice in Texas, Mississippi and Louisiana. Noel also holds a Series 7 license, Series 63 license and Series 65 license. PNC Investments is based in Pittsburgh, Pennsylvania.

Firm Information

Noel Kirby 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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Noel Kirby’s Registration & Firm History

TX

08/18/2021 - Present

PNC Investments (LUMBERTON TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (BEAUMONT TX)

TX

02/26/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (JASPER TX)

TX

01/20/2009 - 12/23/2009

GUARANTY BROKERAGE SERVICES, INC. (BEAUMONT TX)

TX

02/01/2007 - 11/18/2008

WACHOVIA SECURITIES, LLC (THE WOODLANDS TX)

TX

05/16/2002 - 02/01/2007

ATLAS SECURITIES, LLC (SPRING TX)

MN

03/15/2000 - 03/26/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/15/2000 - 03/26/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

03/06/2000 - 03/06/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/06/2000 - 03/06/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/12/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Noel R. Kirby. Review regulatory record here.
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