Matthew Mullins (CRD# 7497090) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has over 2 years of experience in the finance industry.
CRD# 6626957
Kld Wealth Management
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pca Investment Advisory | Cincinnati, OH | Jan 2022 - Current | 2 |
| Pension Corporation Of America | Cincinnati, OH | Nov 2021 - Current | 2 |
| Ernst And Young | Cincinnati, OH | Oct 2019 - Nov 2021 | 2 |
| N/a | N/a, XX | May 2019 - Sep 2019 | < 1 |
| American Red Cross | Columbus, OH | Jan 2018 - Apr 2019 | 1 |
| Capital University | Columbus, OH | Sep 2015 - Apr 2019 | 3 |
| United Parcel Service | Erlanger, KY | Dec 2016 - Jan 2018 | 1 |
| N/a | N/a, XX | Feb 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- OH
-
Total Assets Under Management2,894MILLIONS
-
Total Number of Accounts1,842ACCOUNTS
-
Average Account Value$1,571,077
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, FL, GA, IL, IN, KY, OH, SC, TN, TX, VA
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