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William Lulis

PNC Investments

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About William Lulis

William Lulis is an Investment Advisor Representative at PNC Investments. William has been in the financial services industry since 2005. He is registered with the state of Illinois. Prior to joining PNC Investments, William was associated with J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and BANC ONE SECURITIES CORPORATION. William has a Series 66, Series 7, Series 9, and Series 10. He is also a registered Principal.

Firm Information

William Lulis 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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William Lulis’s Registration & Firm History

IL

01/07/2021 - Present

PNC Investments (CHICAGO IL)

IL

10/01/2008 - 01/08/2019

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

07/01/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (CHICAGO IL)

IL

05/20/2005 - 07/01/2006

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/22/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Lulis.
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