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).
Total Assets Under Management11MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$305,714
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Roger Thompson (CRD# 2372311) is an Investment Advisor Representative working at Private Client Services Group, LLC in Tampa, FL and has over 21 years of experience in the finance industry.