Private Client Services Group, LLC
Private Client Services Group, LLC (CRD# 173969) is a financial advisory firm headquartered in , . They manage $13,450,000 in 47 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$286,170
- 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 23 years of experience in the finance industry.