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Joshua Lindamood

Investment adviser representative at PNC Wealth Management
14 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

14 years in the industry.

  1. PNC Wealth Management LLCJun 2025 to now
  2. PNC Investments, LLCJun 2025 to now
  3. LPL Enterprise, LLCNov 2024 to Jun 2025
  4. The Prudential Insurance Company of AmericaNov 2023 to Jun 2025
  5. Pruco Securities LLCAug 2023 to Nov 2024
  6. UnemployedDec 2022 to Aug 2023
  7. Freedom MortgageMay 2020 to Nov 2022
  8. Mortgage 1Dec 2018 to May 2020
  9. Bank of America/hcl AmericaNov 2012 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
7745036
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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