Callie Cogle Elrod

Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2002 → 08/2021
  Compass Bank
  Birmingham, AL
• 05/2013 → 08/2021
  Bbva Securities Inc.
  Birmingham, AL
• 01/2003 → 08/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 03/2016 → 08/2021
  Bbva Wealth Solutions Inc.
  Birmingham, AL
• 08/2021 → Present
  Pnc Investments
  Birmingham, AL

Previous Registrations

• 2016-03-16 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2016-03-16
• S63 Uniform Securities Agent State Law Examination
  1998-06-29

Other Names

• Callie Jenell Cogle