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Financial ADVSR advisor directory · SEC adviser records

Private Client Services, LLC financial advisors

Every SEC-registered investment adviser representative at Private Client Services, LLC, by the state and city of the office they work from.

52 registered advisors work at Private Client Services, LLC, in 13 states and 17 cities; the most are in Louisville, KY (26). 12 list the CFP designation and 49 are also registered broker representatives.

Search every Private Client Services, LLC advisor by name →Who joined and left Private Client Services, LLC →Private Client Services, LLC: assets, clients and custodians →

Cities with the most Private Client Services, LLC advisors

Louisville, KY 26St. Louis Park, MN 7Oakbrook Terrace, IL 3Raritan, NJ 2Rockville, MD 2Appleton, WI 1Columbia, SC 1Frankfort, KY 1Kenton, OH 1Maitland, FL 1Middletown, CT 1Myrtle Beach, SC 1New York, NY 1North Kansas City, MO 1Richmond, VA 1Somerville, NJ 1St Louis, MO 1

Private Client Services, LLC advisors by state

Private Client Services, LLC in Kentucky 27

Louisville 26Frankfort 1

Private Client Services, LLC in Minnesota 7

St. Louis Park 7

Private Client Services, LLC in Illinois 3

Oakbrook Terrace 3

Private Client Services, LLC in New Jersey 3

Raritan 2Somerville 1

Private Client Services, LLC in Maryland 2

Rockville 2

Private Client Services, LLC in Missouri 2

North Kansas City 1St Louis 1

Private Client Services, LLC in South Carolina 2

Columbia 1Myrtle Beach 1

Private Client Services, LLC in Connecticut 1

Middletown 1

Private Client Services, LLC in Florida 1

Maitland 1

Private Client Services, LLC in New York 1

New York 1

Private Client Services, LLC in Ohio 1

Kenton 1

Private Client Services, LLC in Virginia 1

Richmond 1

Private Client Services, LLC in Wisconsin 1

Appleton 1

Questions

How many financial advisors does Private Client Services, LLC have?

52 investment adviser representatives are registered with Private Client Services, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 13 states and 17 cities. 12 list the CFP designation and 49 are also registered as broker representatives.

Where does Private Client Services, LLC have the most advisors?

Louisville, KY, with 26 registered advisors, then St. Louis Park, MN (7). By state, Kentucky has the most, with 27.

How do I find a Private Client Services, LLC financial advisor near me?

Pick your state below, then your city, to see every Private Client Services, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Private Client Services, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →