Pca Investment Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Mark Holly is a financial advisor operating in Cincinnati, Ohio who has 13 years of relevant experience. Holly is an employee of Pca Investment Advisory Services, Inc. Over the course of their career, Holly has held roles at L.M. Kohn & Company, Pension Corporation Of America and Pca Investment Advisory Services, Inc. Holly holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Ohio. Pca Investment Advisory Services, Inc is a registered investment business operating out of Cincinnati, OH. The company has a total of 10 financial advisors. It controls $3 billion in assets between its 1,777 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 1,777 accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely vary depending on which service is provided. Fee types billed by Pca Investment Advisory Services, Inc likely include some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pca Investment Advisory Services, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mark Holly Work History
Mark has been registered as a financial advisor for 13 years.*
Pca Investment Advisory Services, Inc
L.M. Kohn & Company
Pension Corporation Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Mark Holly 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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 firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.