Timothy
O'Conner

Pca Investment Advisory Services, Inc

CRD#6621208
Investment Advisor
in Cincinnati, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Timothy O'Conner is a financial advisor operating in Cincinnati, Ohio who has 7 years of industry experience. O'Conner is on the advisory team at Pca Investment Advisory Services, Inc. Their career trajectory has included roles at Pca Investment Advisory Services, Inc, Pension Corporation Of America, Indiana University and Xavier University. O'Conner holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Ohio. Pca Investment Advisory Services, Inc is a financial advisory business that has its headquarters in Cincinnati, OH. The firm has a total of 10 advisors. It manages $3 billion in assets under management across its 1,777 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 1,777 client accounts, just 11% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees largely depend on which services are offered. However, fees charged by Pca Investment Advisory Services, Inc can include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

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

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

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

Timothy O'Conner Work History

Timothy has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Pca Investment Advisory Services, Inc

2015 - Present (9 years)

Pension Corporation Of America

2015 - 2015 (< 1 year)

Pension Corporation Of America

2014 - 2015 (1 year)

Xavier University

2010 - 2014 (4 years)

Indiana University

*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 Timothy O'Conner 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
Timothy O'Conner
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 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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started