Brandon Lord, financial advisor Erie PA

Brandon Lord

CRD Number: 6586925
Current Firm: Pnc Investments

Brandon Lord (CRD# 6586925) is an Investment Advisor Representative working at Pnc Investments in Erie, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Jun 2018 - Current 2
Haines & Company Warren, PA Jul 2017 - May 2018 < 1
Penn State Erie, The Behrend College Erie, PA Jan 2014 - May 2017 3
Ocracoke Heating, A/c & Plumbing Ocracoke, NC Mar 2013 - Nov 2013 < 1
United States Army Fort Knox, KY Jan 2010 - Mar 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Brandon W. Lord
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    18,449
    MILLIONS
  • Total Number of Accounts
    118,067
    ACCOUNTS
  • Average Account Value
    $156,259
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, VI, VT, WA, WI, WV, WY

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