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Zachary Michael Burns

Pca Investment Advisory Services, Inc.

Cincinnati, OH

CRD 4402336

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Employer firm

Pca Investment Advisory Services, Inc. CRD 123475

$4.31B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pca Investment Advisory Services, Inc.

2133 Luray Avenue, Cincinnati, OH 45206 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2010-03-29
  • OH RA
    APPROVED
    Since 2010-03-29

Branch Locations

2133 Luray Avenue, Cincinnati, OH 45206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pension Corporation Of America Cincinnati OH 07/1999 Present
L.M. Kohn & Company Cincinnati OH 05/2004 Present
Pca Investment Advisory Services, Inc. Cincinnati OH 01/2004 Present
  • 07/1999 → Present
    Pension Corporation Of America
    Cincinnati, OH
  • 05/2004 → Present
    L.M. Kohn & Company
    Cincinnati, OH
  • 01/2004 → Present
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-02-27
  • S63 Uniform Securities Agent State Law Examination
    2002-02-27

View on SEC IAPD

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