Paul Rankin
Investment adviser representative at PNC Wealth Management
12 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- PNC Wealth Management LLCNov 2023 to now
- PNC Investments LLCOct 2023 to now
- Woodmen Financial Services, Inc.Jan 2020 to Oct 2023
- Woodmen of the World Life Insurance SocietyJan 2020 to Oct 2023
- UnemployedSep 2019 to Jan 2020
- Bank of America, N.A.Apr 2018 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 to Aug 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2017
- Wells Fargo Advisors, LLC.Apr 2016 to Nov 2016
- Wells Fargo Bank NASep 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (AL).
PNC Wealth Management
$30.3BAssets managed
164,105Clients
1,167Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6636363
- Firm CRD
- 129052