Joel McBurney, financial advisor Niles OH

Joel McBurney

CRD Number: 4161067
Current Firm: Pnc Investments

Joel McBurney (CRD# 4161067) is an Investment Advisor Representative working at Pnc Investments in Niles, OH and has over 23 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Feb 2018 - Current 6
Pnc Investments Youngstown, OH Nov 2009 - Feb 2018 8
Pnc Bank, N.a. Youngstown, OH Nov 2009 - Feb 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Joel D. McBurney
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    23,896
    MILLIONS
  • Total Number of Accounts
    152,189
    ACCOUNTS
  • Average Account Value
    $157,014
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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