Private Client Services, LLC
Private Client Services, LLC (CRD# 120222) is a financial advisory firm headquartered in Louisville, KY. They manage $615,084,214 in 1,967 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management615MILLION
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Total Number of Accounts1,967ACCOUNTS
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Average Account Value$312,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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Thomas Bryant (CRD# 2877075) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 24 years of experience in the finance industry.
Eric Bunnell (CRD# 2342202) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 29 years of experience in the finance industry. Eric Bunnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John A Burke (CRD# 1508259) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 36 years of experience in the finance industry.
Jeremy Burton (CRD# 4249224) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 21 years of experience in the finance industry.
Leslie Burton (CRD# 3067946) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 22 years of experience in the finance industry.
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth in Rockville, MD and has over 17 years of experience in the finance industry.
Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger.
Marguerita is a CFP® professional, a Chartered Retirement Planning Counselor(SM), a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.
As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. Marguerita also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).
Marguerita studied at Keio University in Tokyo, Japan, and earned her B.S. in Finance and her B.A. in East Asian Language and Japanese Literature from the University of Maryland, College Park. She is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.
Thomas Davy (CRD# 62822) is an Investment Advisor Representative working at Private Client Services, LLC in Oakbrook Terrace, IL and has over 31 years of experience in the finance industry. Thomas Davy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mitchell Despinich (CRD# 4279817) is an Investment Advisor Representative working at Private Client Services, LLC in Oakbrook Terrace, IL and has over 21 years of experience in the finance industry.
James Doll (CRD# 2379802) is an Investment Advisor Representative working at Private Client Services, LLC in Frankfort, KY and has over 28 years of experience in the finance industry.
Michael Dugan (CRD# 1290083) is an Investment Advisor Representative working at Private Client Services, LLC in Raritan, NJ and has over 33 years of experience in the finance industry. Michael Dugan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.