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Timothy Bouman

PNC Investments

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About Timothy Bouman

Timothy Bouman is a financial advisor with PNC Investments. Timothy has been in the financial services industry since 1990. Timothy is registered with the state of Ohio and Kentucky. PNC Investments is a large financial services firm with a strong reputation for providing investment advice to a diverse range of clients. Timothy is dedicated to providing his clients with personalized financial guidance and investment strategies tailored to their individual needs.

Firm Information

Timothy Bouman 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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Timothy Bouman’s Registration & Firm History

OH

12/14/2007 - Present

PNC Investments (CINCINNATI OH)

OH

10/05/2007 - 10/29/2007

UBS FINANCIAL SERVICES INC. (CINCINNATI OH)

OH

10/13/2004 - 10/09/2007

NATCITY INVESTMENTS, INC. (CINCINNATI OH)

OH

08/26/1997 - 10/13/2004

RED CAPITAL MARKETS, INC. (COLUMBUS OH)

MO

02/10/1996 - 05/23/1997

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

08/22/1994 - 02/15/1996

H.J. MEYERS & CO., INC. (ROCHESTER NY)

NY

01/23/1990 - 09/15/1994

HIBBARD BROWN & CO., INC. (NEW YORK NY)

NY

08/08/1994 - 08/19/1994

WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy Bouman. Review regulatory record here.
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