Private Client Services Group, LLC

Private Client Services Group, LLC (CRD# 173969) is a financial advisory firm headquartered in Tampa, FL. They manage $10,700,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $305,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Private Client Services Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roger L. Thompson
CRD#: 2372311
2502 Rocky Point Drive, Suite 550, Tampa, FL 33607
73
Wealthminder
score

Roger Thompson (CRD# 2372311) is an Investment Advisor Representative working at Private Client Services Group, LLC in Tampa, FL and has over 22 years of experience in the finance industry.

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