Matthew David Mullins
Investment adviser representative at Pca Investment Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Pca Investment Advisory Services, Inc.Feb 2022 to now
- Pca Investment AdvisoryJan 2022 to now
- Pension Corporation of AmericaNov 2021 to now
- Ernst and YoungOct 2019 to Nov 2021
- N/aMay 2019 to Sep 2019
- American Red CrossJan 2018 to Apr 2019
- United Parcel ServiceDec 2016 to Jan 2018
- Capital UniversitySep 2015 to Apr 2019
- N/aFeb 2012 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Pca Investment Advisory Services, Inc.
$4.3BAssets managed
1,175Clients
11Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7497090
- Firm CRD
- 123475