James McClure, financial advisor Doylestown PA
93 score

James McClure

CRD Number: 5594439
Current Firm: Pnc Investments

James McClure (CRD# 5594439) is an Investment Advisor Representative working at Pnc Investments in Doylestown, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Feb 2017 - Current 1
Pnc Investements Charlotte, NC Jan 2015 - Feb 2017 2
Pnc Investments Charlotte, NC Aug 2014 - Jan 2015 < 1
Pnc Investments LLC Pittsburgh, PA Jun 2010 - Aug 2014 4
Pnc Bank Na Pittsburgh, PA May 2010 - Aug 2014 4
Unemployed Pittsburgh, PA Feb 2010 - May 2010 < 1
Northwestern Mutual Investment Services, LLC Pittsburgh, PA Jun 2009 - Jan 2010 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2008 - Jan 2010 1
Unemployed Coatesville, PA May 2008 - Aug 2008 < 1
Montefiore Hospital Pittsburgh, PA Jan 2007 - Apr 2008 1
University Of Pittsburgh Pittsburgh, PA Aug 2004 - Apr 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for James T. McClure
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    14,009
    MILLIONS
  • Total Number of Accounts
    91,053
    ACCOUNTS
  • Average Account Value
    $153,857
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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