James Vukovich (CRD# 4842997) is an Investment Advisor Representative working at Pnc Investments in Idyllwild, CA and has over 15 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Grand Terrace, CA | Aug 2021 - Current | 2 |
| Bbva Securities Inc. | Riverside, CA | May 2013 - Aug 2021 | 8 |
| Bbva Wealth Solutions Inc. | Riverside, CA | Jan 2012 - Aug 2021 | 9 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Feb 2010 - Aug 2021 | 11 |
| Compass Bank | Birmingham, AL | Aug 2009 - Aug 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- CA
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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