Mark Holly, financial advisor Cincinnati OH

Mark Holly

CRD Number: 1834699
Current Firm: Pca Investment Advisory Services, Inc.

Mark Holly (CRD# 1834699) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Pca Investment Advisory Services, Inc. Cincinnati, OH Dec 2002 - Current 21
L.m. Kohn & Company Cincinnati, OH Apr 2001 - Current 22
Pension Corporation Of America Cincinnati, OH Apr 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for Mark D. Holly
Phone Number: 513.281.3366
Firm Website: http://www.pencorp.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,894
    MILLIONS
  • Total Number of Accounts
    1,842
    ACCOUNTS
  • Average Account Value
    $1,571,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, KY, OH, SC, TN, TX, VA

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