Seth
Priestle
Pca Investment Advisory Services, Inc
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About this Advisor
Seth Priestle is a certified financial planner based out of Cincinnati, Ohio, with 9 years of industry experience. Priestle is on the advisory team at Pca Investment Advisory Services, Inc. Over the course of their career, Priestle has held roles at Pca Investment Advisory Services, Inc and Pension Corporation Of America. Priestle has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Kentucky, Ohio and Texas. Pca Investment Advisory Services, Inc is an advisory company headquartered in Cincinnati, OH. The company has a total of 10 financial advisors. It has $3 billion in assets under management across its 1,777 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 1,777 customer accounts, just 11% belong to high-net-worth individuals who have more than $1 million in investable assets. Pca Investment Advisory Services, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically are based on which service is offered. However, fees charged by Pca Investment Advisory Services, Inc likely are comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pca Investment Advisory Services, Inc Brokerage Details
$2,542,928,756
10
1,777
$1,431,023
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Seth Priestle Work History
Seth has been registered as a financial advisor for 9 years.*
Pca Investment Advisory Services, Inc
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.
Disclosures
Please visit the SEC profile of Seth Priestle 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
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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.
