David Willoby, financial advisor Bellefontaine OH
93 score

David Willoby

CRD Number: 5613783
Current Firm: Pnc Investments

David Willoby (CRD# 5613783) is an Investment Advisor Representative working at Pnc Investments in Bellefontaine, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Bellefontaine, OH Nov 2009 - Current 7
Pnc Bank Bellefontaine, OH Nov 2009 - Current 7
Natcity Investments, Inc. Cleveland, OH Oct 2008 - Nov 2009 1
National City Bank Bellefontaine, OH Jul 2008 - Oct 2008 < 1
National City Mortgage Springfield, OH Oct 2006 - Jul 2008 1
Consumer Financial Consulting Dublin, OH Aug 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for David S. Willoby
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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