Zachary Burns (CRD# 4402336) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has over 22 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| L.m. Kohn & Company | Cincinnati, OH | May 2004 - Current | 19 |
| Pca Investment Advisory Services, Inc. | Cincinnati, OH | Jan 2004 - Current | 20 |
| Pension Corporation Of America | Cincinnati, OH | Jul 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
- OH
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Total Assets Under Management2,894MILLIONS
-
Total Number of Accounts1,842ACCOUNTS
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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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