Private Client Services, LLC
Private Client Services, LLC (CRD# 120222) is a financial advisory firm headquartered in Louisville, KY. They manage $163,100,000 in 878 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management163MILLION
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Total Number of Accounts878ACCOUNTS
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Average Account Value$185,763
- 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
AL, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MA, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OR, PA, TN, TX, UT, VA, VT, WI
Eric Bunnell (CRD# 2342202) 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 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.
Russell Crook (CRD# 57513) is an Investment Advisor Representative working at Private Client Services, LLC in Red Bank, NJ and has over 20 years of experience in the finance industry.
Thomas Davy (CRD# 62822) is an Investment Advisor Representative working at Private Client Services, LLC in Oakbrook Terrace, IL and has over 26 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.
Michael Dugan (CRD# 1290083) is an Investment Advisor Representative working at Private Client Services, LLC in Raritan, NJ and has over 28 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.
Barbara Fried (CRD# 1876263) is an Investment Advisor Representative working at Private Client Services, LLC in Glen Ellyn, IL and has over 25 years of experience in the finance industry. Barbara Fried 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.
Jacqueline Gibbs (CRD# 4525416) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 15 years of experience in the finance industry. Jacqueline Gibbs 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.
Gretchen Mahaffey (CRD# 4549331) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 14 years of experience in the finance industry. Gretchen Mahaffey 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.
Lynn McGill (CRD# 1932126) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 28 years of experience in the finance industry.
John Michael (CRD# 2267730) 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. John Michael 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.
Michael Moorman (CRD# 727087) 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.