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).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $185,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Private Client Services, LLC
Showing 1 - 10 of 47 top financial advisors.
1
Eric D. Bunnell
CRD#: 2342202
2225 Lexington Rd, Louisville, KY 40206
96
Wealthminder
score

Eric Bunnell (CRD# 2342202) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 23 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.

2
Russell L. Crook
CRD#: 57513
130 Maple Avenue, 3c-a, Red Bank, NJ 07701
96
Wealthminder
score

Russell Crook (CRD# 57513) is an Investment Advisor Representative working at Private Client Services, LLC in Red Bank, NJ and has over 19 years of experience in the finance industry.

3
Thomas C. Davy
CRD#: 62822
1 S 450 Summit Ave, Suite 130, Oakbrook Terrace, IL 60181
96
Wealthminder
score

Thomas Davy (CRD# 62822) is an Investment Advisor Representative working at Private Client Services, LLC in Oakbrook Terrace, IL and has over 25 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.

4
Michael G. Dugan
CRD#: 1290083
1124 Route 202 South Unit A6, Raritan, NJ 08869
96
Wealthminder
score

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.

5
Barbara B. Fried
CRD#: 1876263
Glen Ellyn, IL
96
Wealthminder
score

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.

6
Jacqueline C. Gibbs
CRD#: 4525416
2225 Lexington Road, Louisville, KY 40206
96
Wealthminder
score

Jacqueline Gibbs (CRD# 4525416) 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. 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.

7
Gretchen K. Mahaffey
CRD#: 4549331
2225 Lexington Rd, Louisville, KY 40206
96
Wealthminder
score

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.

8
Lynn D. McGill
CRD#: 1932126
2225 Lexington Road, Louisville, KY 40206
96
Wealthminder
score

Lynn McGill (CRD# 1932126) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 27 years of experience in the finance industry.

9
John R. Michael
CRD#: 2267730
2225 Lexington Road, Louisville, KY 40206
96
Wealthminder
score

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.

10
Michael J. Moorman
CRD#: 727087
2225 Lexington Road, Louisville, KY 40206
96
Wealthminder
score

Michael Moorman (CRD# 727087) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 35 years of experience in the finance industry.

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