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Thomas A Harless

PNC Investments

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About Thomas A Harless

Thomas Harless is a financial advisor at PNC Investments. Thomas has been in the financial industry since 2004. Thomas is a Certified Financial Planner and holds Series 6, 7, 24, 63 and 65 licenses. Thomas specializes in providing investment advice to high-net-worth individuals, corporations and pension plans.

Firm Information

Thomas Harless 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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Thomas Harless’s Registration & Firm History

NC

07/03/2024 - Present

PNC Investments (Charlotte NC)

NC

08/08/2017 - 07/26/2021

PNC INVESTMENTS (CHARLOTTE NC)

NC

08/02/2013 - 07/14/2017

E*TRADE SECURITIES LLC (CHARLOTTE NC)

NC

12/23/2010 - 07/25/2013

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

08/25/2011 - 05/08/2012

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NC

11/05/2003 - 01/11/2011

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/19/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2007

Series 7 - General Securities Representative Examination

BC

Issued 11/04/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas A Harless.
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