TrueAdvisor
TrueAdvisor
LB
LB

Liliana Barajas

PNC Wealth Management
3 Years of Experience
Missouri City, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Liliana Barajas is a registered investment advisor at PNC Wealth Management, based in Missouri City, TX, with 3 years of industry experience. Liliana 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.

PNC Wealth 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
—
View Full SEC Brochure

Location

5724 Highway 6, Missouri City, TX, 77459

Get directions

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.
Financial
August 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
June 2026 - Present · 4 mos
PNC Wealth Management LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
August 2023 - June 2026 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
May 2023 - June 2026 · 3 yrs 1 mo
State Registrations1 state
TX
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.
More Advisors
More financial advisors in Missouri City, TX →All financial advisors in Texas →