Mark Holly
Mark Holly is a registered investment advisor at Pca Investment Advisory Services, INC., based in Cincinnati, OH, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,196 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCA Investment Advisory Services offers investment advisory services where fees are charged as a percentage of your portfolio, generally ranging between 0.05% and 0.75% annually. The specific fee depends on the amount of assets managed and the scope of services provided. If PCA acts as an ERISA Section 3(38) consultant, an additional fee ranging from 0.01% to 0.25% per year will apply.
Location
2133 Luray Avenue, Cincinnati, OH, 45206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pca Investment Advisory Services, INC.
Previous Registrations
Pca Investment Advisory Services, INC.
L.M. Kohn & CompanyBroker
Donahue Securities, INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Hibbard Brown & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.