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Paul Kevin Carpentier

PNC Investments

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About Paul Kevin Carpentier

Paul Kevin Carpentier is a financial advisor registered with PNC Investments. Paul has been in the financial services industry since 2015 and is currently registered with the state of South Carolina. Paul has a Series 6, 7, and 66 license and is also licensed as a Registered Representative. Paul specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. In addition to PNC Investments, Paul has also been affiliated with Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and BANC OF AMERICA INVESTMENT SERVICES, INC.

Firm Information

Paul Carpentier 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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Paul Carpentier’s Registration & Firm History

SC

07/06/2022 - Present

PNC Investments (Clover SC)

NC

08/20/2020 - 06/17/2022

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

NC

12/15/2015 - 08/26/2020

PNC INVESTMENTS (CHARLOTTE NC)

NC

06/22/2015 - 12/09/2015

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

GA

03/27/2008 - 05/05/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 07/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/25/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Kevin Carpentier.
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