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Beverly Thomas
26 Years of Experience
Glenarden, MD
1 DisclosureBroker
Beverly Thomas is a registered investment advisor at PNC Wealth Management, based in Glenarden, MD, with 26 years of industry experience. Beverly 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 Value | Annual Fee |
|---|---|
| Any | 0.85% |
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
9400 Taj Ln, Glenarden, MD, 20706
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2011Employment History
Current Registrations
PNC Wealth Management
March 2012 - Present · 14 yrs 7 mos
PNC Wealth Management LLCBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Suntrust Investment Services, INC.
August 2008 - November 2011 · 3 yrs 3 mos
Suntrust Investment Services, INC.Broker
May 2000 - November 2011 · 11 yrs 6 mos
Crestar Securities CorporationBroker
April 2000 - May 2000 · 1 mo
State Registrations7 states
DCFLMDMINCSCVA
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.