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Financial ADVSR advisor directory · SEC adviser records

Private Client Services, LLC financial advisors in Kentucky

Every SEC-registered investment adviser representative at a Private Client Services, LLC office in Kentucky, by city and A to Z.

27 registered advisors work at Private Client Services, LLC in Kentucky, out of 52 nationwide; it's the firm's number 1 state by advisors, and the most are in Louisville (26). 4 list the CFP designation and 26 are also registered broker representatives.

Private Client Services, LLC advisors by city in Kentucky

Every firm in Kentucky →

Louisville 26Frankfort 1

Private Client Services, LLC advisors in Kentucky, A to Z

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Private Client Services, LLC advisors in every state →Private Client Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Private Client Services, LLC in other states

Minnesota 7Illinois 3New Jersey 3

Questions

How many Private Client Services, LLC financial advisors are in Kentucky?

27 investment adviser representatives are registered at Private Client Services, LLC offices in Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 52 at the firm nationwide. 4 list the CFP designation and 26 are also registered as broker representatives.

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

Louisville, with 26, then Frankfort (1). Private Client Services, LLC has advisors in 2 cities in Kentucky.

How do I check a Private Client Services, LLC advisor in Kentucky?

Each advisor below 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. Advisors are listed at the city of the Private Client Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.