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Wesley Parker Neal

PNC Capital Advisors LLC

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About Wesley Parker Neal

Wesley Parker Neal is a financial advisor with over 20 years of experience in the industry. Wesley is currently registered with PNC Capital Advisors LLC and is licensed to provide investment advice in District of Columbia, Maryland, and Virginia. Wesley has previously held positions at PNC Funds Distributor, LLC, The Leaders Group, Inc., Sun Investment Services Company, Equity Services, Inc., and The Prudential Insurance Company of America. Wesley is a highly experienced advisor with a proven track record of success.

Firm Information

Wesley Neal is currently registered with PNC Capital Advisors LLC. PNC Capital Advisors LLC is an investment advisor headquartered in Baltimore, MD. They manage over $37.7 billion in assets for a variety of clients, including corporations, state and municipal government entities, insurance companies, charitable organizations, and pooled investment vehicles. They offer proprietary investment analysis services and portfolio management for businesses, individuals, and pooled investment vehicles. The firm has 31 investment adviser representatives and 23 investment advisory functions.
PNC Capital Advisors LLC

ONE EAST PRATT STREET

BALTIMORE, MD 21202

$37.70B

Assets Under Management

1

Total Clients

26

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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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.

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proprietary investment analysis services

Proprietary investment analysis services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wesley Neal’s Registration & Firm History

DC

06/24/2013 - Present

PNC Capital Advisors LLC (WASHINGTON DC)

DC

12/19/2012 - 12/31/2019

PNC FUNDS DISTRIBUTOR, LLC (WASHINGTON DC)

CO

08/25/1997 - 07/21/1999

THE LEADERS GROUP, INC. (LITTLETON CO)

MA

07/25/1996 - 08/15/1997

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

VT

04/28/1992 - 12/06/1995

EQUITY SERVICES, INC. (MONTPELIER VT)

NJ

02/28/1990 - 08/17/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

02/28/1990 - 08/17/1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 02/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2012

Series 7 - General Securities Representative Examination

BC

Issued 02/27/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Wesley Parker Neal. Review regulatory record here.
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