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Kevin Byers

26 Years of Experience
Hanover, PA
Broker

Kevin Byers is a registered investment advisor at PNC Wealth Management, based in Hanover, PA, with 26 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

37 Broadway, Suite 300, Hanover, PA, 17331

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is the owner of Elevated Stays LLC, a rental property business. This activity is not investment-related and requires minimal time during trading hours.

Employment History
Current Registrations
PNC Wealth Management LLCBroker
July 2008 - Present · 18 yrs
PNC Wealth Management
July 2008 - Present · 18 yrs
Previous Registrations
Bainbridge Securities INC.Broker
August 2008 - June 2009 · 10 mos
Bainbridge Securities INC.Broker
April 2004 - August 2008 · 4 yrs 4 mos
Financial Network Investment CorporationBroker
May 2003 - April 2004 · 11 mos
T.H.E. Financial Group, LTDBroker
April 2002 - May 2003 · 1 yr 1 mo
First Union Securities, INC.Broker
October 2000 - November 2001 · 1 yr 1 mo
First Union Brokerage Services, INC.Broker
May 1999 - October 2000 · 1 yr 5 mos
State Registrations12 states
AZDEFLMDMIMTNCNJPATNVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kevin Byers - Financial Advisor | TrueAdvisor