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Timothy Oliver Bailey

PNC Investments

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About Timothy Oliver Bailey

Timothy Oliver Bailey is a financial advisor registered with PNC Investments. Timothy has over 20 years of experience in the financial industry. He specializes in investment advisory services for individuals, businesses, and retirement plans. He has a wide range of experience, including providing financial planning advice, and portfolio management. Timothy is dedicated to helping clients achieve their financial goals and provides personalized service to each individual.

Firm Information

Timothy Bailey 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 Bailey’s Registration & Firm History

NC

08/22/2024 - Present

PNC Investments (CHARLOTTE NC)

NC

06/25/2013 - 10/18/2021

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

NC

10/01/2000 - 01/24/2008

WACHOVIA SECURITIES, LLC (CHARLOTTE NC)

FL

01/20/2003 - 01/27/2003

ALLEN DOUGLAS SECURITIES, INC. (WINTER PARK FL)

NC

08/15/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

05/17/1999 - 06/02/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 12/05/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/15/1999

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Oliver Bailey.
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