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Tamara R. Friar

PNC Investments

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About Tamara R. Friar

Tamara R. Friar is a financial advisor with PNC Investments. Tamara has been in the financial services industry since 1999. She has a Series 6, 7, 63, and 66 licenses and holds registrations in Texas, Ohio, and California. Tamara also has experience at BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. She primarily services high-net-worth individuals, corporations, and retirement plans.

Firm Information

Tamara Friar 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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Tamara Friar’s Registration & Firm History

TX

08/18/2021 - Present

PNC Investments (ROUND ROCK TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (LEANDER TX)

TX

02/09/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (TAYLOR TX)

TX

07/30/2001 - 12/23/2009

GUARANTY BROKERAGE SERVICES, INC. (TAYLOR TX)

VA

02/04/1999 - 07/30/2001

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

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Licenses & Designations

BOTH

Issued 04/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tamara R. Friar.
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