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Noel Kirby

26 Years of Experience
Vidor, TX
1 DisclosureBroker

Noel Kirby is a registered investment advisor at PNC Wealth Management, based in Vidor, TX, with 26 years of industry experience. Noel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

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

855 North Main Street, Vidor, TX, 77662

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2017
Denied
Employment History
Current Registrations
PNC Wealth Management
August 2021 - Present · 5 yrs 2 mos
PNC Wealth Management LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
PNC Managed Account Solutions, INC.
June 2015 - August 2021 · 6 yrs 2 mos
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
Bbva Compass Investment Solutions, INCBroker
February 2010 - May 2013 · 3 yrs 3 mos
Guaranty Brokerage Services, INC.Broker
January 2009 - December 2009 · 11 mos
Wachovia Securities, LLC
February 2007 - November 2008 · 1 yr 9 mos
Wachovia Securities, LLCBroker
February 2007 - November 2008 · 1 yr 9 mos
Atlas Securities, LLCBroker
May 2002 - February 2007 · 4 yrs 9 mos
American Express Financial Advisors INC.Broker
March 2000 - March 2002 · 2 yrs
Ids Life Insurance CompanyBroker
March 2000 - March 2002 · 2 yrs
American Express Financial Advisors INC.Broker
March 2000 - March 2000 · 0 mos
Ids Life Insurance CompanyBroker
March 2000 - March 2000 · 0 mos
State Registrations3 states
LAMSTX
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.