Joseph Covey, financial advisor Exton PA
93 score

Joseph Covey

CRD Number: 5611833
Current Firm: Pnc Investments

Joseph Covey (CRD# 5611833) is an Investment Advisor Representative working at Pnc Investments in Exton, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments LLC Pittsburgh, PA Jul 2013 - Current 3
Pnc Investments Pittsburgh, PA Jun 2012 - Jul 2013 1
Pnc Bank Pittsburgh, PA Jan 2011 - Jun 2012 1
Pnc Investments Pittsburgh, PA Jan 2011 - Jun 2012 1
Nylife Securities LLC Scranton, PA May 2009 - Dec 2010 1
New York Life Insurance Company Scranton, PA Oct 2008 - Dec 2010 2
The Club At Shepard Hills Waverly, NY Apr 2008 - Oct 2008 < 1
Unemployed Athens, PA Jan 2008 - Mar 2008 < 1
Penn State University State College, PA Jun 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Joseph T. Covey
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
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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