Zachary
Burns

Pca Investment Advisory Services, Inc

CRD#4402336
Investment Advisor
in Cincinnati, OH

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About this Advisor

Zachary Burns is a financial advisor operating in Cincinnati, Ohio with a total of 13 years of relevant experience. Burns is an advisor for Pca Investment Advisory Services, Inc. Over the course of their career, they have held roles at Pension Corporation Of America, L.M. Kohn & Company and Pca Investment Advisory Services, Inc. Burns maintains a Series 63 license, certifying them as a securities agent, and can serve investors in Ohio. Pca Investment Advisory Services, Inc is an advisory company that has its headquarters in Cincinnati, OH. The company has a total of 10 advisors. It administers $3 billion in assets under management between its 1,777 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 1,777 accounts, just 11% are held by high-net-worth clients who have more than $1 million in assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services typically are based on which services the firm provides the client. Fees charged by Pca Investment Advisory Services, Inc likely include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

13 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

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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

Zachary Burns Work History

Zachary has been registered as a financial advisor for 13 years.*

2004 - Present (20 years)

L.M. Kohn & Company

2004 - Present (20 years)

Pca Investment Advisory Services, Inc

1999 - Present (25 years)

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 Zachary Burns 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.

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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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