Justin
Seitz

Pca Investment Advisory Services, Inc

CRD#5273437
Investment Advisor
in Cincinnati, OH

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About this Advisor

Justin Seitz is a financial advisor based in Cincinnati, Ohio, working with Pca Investment Advisory Services, Inc. Justin has previously held positions at L.M. Kohn & Company, Pension Corp Of America, and Pca Investment Advisory Services, Inc. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Justin is part of Pca Investment Advisory Services, Inc, which operates out of Cincinnati, Ohio. The firm has 1 office and 13 employees. The firm manages assets totaling $2.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Pca Investment Advisory Services, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

2133 Luray Avenue
Cincinnati, OH 45206

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Pca Investment Advisory Services, Inc Brokerage Details

Total Assets Under Management

$2,893,924,228

OH Average: $2,106,341,625
Total Number of Employees

13

OH Average: 34
Total Number of Accounts

1,842

OH Average: 1,972
Average Account Size

$1,571,077

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Justin Seitz Work History

2010 - Present (14 years)

Pca Investment Advisory Services, Inc

2007 - Present (17 years)

L.M. Kohn & Company

2003 - Present (21 years)

Pension Corp Of America

Disclosures

Please visit the SEC profile of Justin Seitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pca Investment Advisory Services, Inc

Timothy O'Conner
Cincinnati, OH
Matthew Mullins
Cincinnati, OH
Mark Janszen
Cincinnati, OH
Justin Dornbach
Cincinnati, OH
Seth Priestle
Cincinnati, OH
Justin Seitz
Cincinnati, OH
Mark Holly
Cincinnati, OH
Zachary Burns
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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