Private Client Services Group, LLC

Private Client Services Group, LLC (CRD# 173969) is a financial advisory firm headquartered in , . They manage $6,123,012 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $180,089
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
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 Thompson, financial advisor Ocala FL
Roger L. Thompson
CRD#: 2372311
Ocala, FL

Roger Thompson (CRD# 2372311) is an Investment Advisor Representative working at Private Client Services Group, LLC in Ocala, FL and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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