Financial ADVSR advisor directory · SEC adviser records
Private Client Services, LLC financial advisors in Louisville, KY
Every SEC-registered investment adviser representative at a Private Client Services, LLC office in Louisville, A to Z.
26 registered advisors work at Private Client Services, LLC in Louisville, out of 52 at the firm nationwide; it ranks number 12 in the city by advisors. 4 list the CFP designation and 25 are also registered broker representatives.
Private Client Services, LLC advisors in Louisville, A to Z
Every Private Client Services, LLC advisor →- Brittany S. AmmermanAlso a broker rep
- Cortland R. BradburyAlso a broker rep
- Thomas A. BryantAlso a broker rep
- David BunnellAlso a broker rep
- Eric D. BunnellCertified Financial Planner · Also a broker rep
- Paul A. BurkeAlso a broker rep
- Michael J. CarbinoCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Robert B. ClementsAlso a broker rep
- Cynthia L. DurstAlso a broker rep
- Jillian FohrAlso a broker rep
- Michael V. FriedaChartered Financial Consultant · Also a broker rep
- Timothy D. GrahamAlso a broker rep
- Patrick C. HomanAlso a broker rep
- Timothy H. IanniAlso a broker rep
- Sammy J. KudmaniAlso a broker rep
- Gabriel E. LevyChartered Financial Analyst · Also a broker rep
- Connor LowAlso a broker rep
- Gretchen K. MahaffeyCertified Financial Planner · Also a broker rep
- Beth A. MengertAlso a broker rep
- Steven R. MillsAlso a broker rep
- Esmeralda QuinteroCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Richard J. RobinsonAlso a broker rep
- Ernest A. SampsonChartered Financial Consultant · Also a broker rep
- Leanne O. SmithInvestment adviser rep
- Sabine K. StovallAlso a broker rep
- Bruce S. UdellChartered Financial Consultant · Also a broker rep
Private Client Services, LLC advisors in every city and state →Private Client Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Private Client Services, LLC advisors in other cities
St. 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 1
Other firms in Louisville
All Louisville advisors →Robert W. Baird & Co. Incorporated 146Morgan Stanley 81Raymond James & Associates, Inc. 53Cerity Partners LLC 48Ameriprise Financial Services, LLC 47LPL Financial LLC 44Merrill Lynch, Pierce, Fenner & Smith Incorporated 34Edward Jones 33UBS Financial Services Inc. 33J.P. Morgan Securities LLC 28State Farm Investment Management Corp. 28Osaic Wealth, Inc. 25
Questions
How many financial advisors does Private Client Services, LLC have in Louisville?
26 investment adviser representatives are registered at Private Client Services, LLC offices in Louisville, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 52 nationwide. 4 list the CFP designation and 25 are also registered as broker representatives.
Is Private Client Services, LLC one of the largest advisor employers in Louisville?
Private Client Services, LLC ranks number 12 in Louisville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 146.
How do I check a Private Client Services, LLC advisor in Louisville?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.