Dora Byxbe (CRD# 3186791) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 25 years of experience in the finance industry.
CRD# 6347040
Cetera Investment Advisers LLC
CRD# 6446314
Carnegie Investment Counsel
CRD# 2569915
Independence Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Cleveland, OH | Aug 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 1999 |
- OH
- PA
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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