Matthew
Mullins

Pca Investment Advisory Services, Inc

CRD#7497090
Investment Advisor
in Cincinnati, OH

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About this Advisor

Matthew Mullins is a financial advisor based in Cincinnati, Ohio with a total of 1 year of relevant experience. Mullins is an advisor for Pca Investment Advisory Services, Inc. Throughout their career, Mullins has worked at N/A, United Parcel Service, American Red Cross, Capital University, Ernst And Young, Pension Corporation Of America and Pca Investment Advisory. Mullins maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Ohio. Pca Investment Advisory Services, Inc is a registered investment company that has its headquarters in Cincinnati, OH. The investment advisory business has a total of 10 advisors. It administers $3 billion in assets across its 1,777 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 1,777 client accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets. Pca Investment Advisory Services, Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically vary depending on the services provided. However, fee types billed by Pca Investment Advisory Services, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

$2,542,928,756

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

10

OH Average: 34
Total Number of Accounts

1,777

OH Average: 1,972
Average Account Size

$1,431,023

OH Average: $1,068,125

Investment Advisory Services

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

Matthew Mullins Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pca Investment Advisory

2021 - Present (3 years)

Pension Corporation Of America

2019 - 2021 (2 years)

Ernst And Young

2019 - 2019 (< 1 year)

N/A

2018 - 2019 (1 year)

American Red Cross

2016 - 2018 (2 years)

United Parcel Service

2015 - 2019 (4 years)

Capital University

2012 - 2016 (4 years)

N/A

*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.

Disclosures

Please visit the SEC profile of Matthew Mullins 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

Matthew Mullins
Cincinnati, OH
Mark Janszen
Cincinnati, OH
Timothy O'Conner
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 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 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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