One reason financial advisors choose to register with our firm, in addition to the ability to provide you access to a wide variety of investment products and services, is our commitment to making your experience with our firm a pleasant one. We welcome the opportunity to build a relationship that will last for years to come. A securities firm should make life easier and fulfill a multitude of responsibilities to its customers. We want to do just that.
Private Client Services has a history of treating our customers in an old fashioned way. We believe friendly courteous service should be the standard and we want you to be pleased with our firm and your investment professional. We invite you to take advantage of our traditional southern way of doing business with a professional, technology driven firm.
We believe you will enjoy a relationship with an experienced investment professional, a large array of products and services, SEC registered investment advisory platform for fee based planning and asset management, an industry leading and highly respected clearing firm (Pershing, LLC), home office service and support, technology, competitive fees and commission and even direct access to upper management if you're ever in need.
With the ever increasingly complex financial world we live in today, an extremely complicated tax code, the uncertainty of future tax policy, coupled with longer life expectancies and health care costs, we believe working with an investment professional is more important than ever. One of the most important decisions you could possibly ever make may be to seek the advice of a trusted and qualified financial advisor.
In today's environment, certain people need a trained professional who may be in a position to help supply ideas on ways to define your financial goals, help you develop an agreeable financial plan, recommend possible strategies that may help along the way. Also to offer aid with the task of helping you monitor your investments in an attempt to help you try to stay on track with your goals and aspirations.
At Private Client Services, we understand the integral role a financial advisor can have in helping an individual or business with their financial matters. We provide our financial advisors with a wide assortment of tools to help you monitor these goals and objectives. When you choose an advisor affiliated with PCS, we believe you can be confident that that advisor will have access to independent research, technology, and have the back office support that allows them to devote attention to your needs and objectives.
What are the advantages of using a Registered Representative of Private Client Services, LLC?
The financial advisors affiliated with us are independent financial advisors and a great resource for recommendations on all types of financial situations that may or may not be of help to you depending on your specific circumstances. Sometimes these circumstances may come about when you need them the most.
Our advisors are experienced financial professionals. They generally have many years of financial services industry experience when they join the PCS family. We conduct a background check before we register an advisor and we provide ongoing oversight and supervision of that individual's activity. We take that responsibility very seriously.
We believe a Private Client Services financial professional can assist you in many ways:
- An Independent Investment Professional
Your financial advisor most likely is being referred to you by a current customer and probably lives, works and is involved in the local community.
- Objective Guidance and Advice
Your financial advisor can help you make informed and objective decisions based upon their experience and will offer ideas and strategies that could possibly mesh with your desires.
- Investment Flexibility and Choices
Private Client Services does not offer any proprietary products but rather has either agreements with or offers services through many of our nation's well known investment managers and insurance companies.
- Needs Based Approach to Planning
Your financial advisor spends time to learn about your financial needs, personal and business goals, your own objectives and beliefs about life, and what is most important to you and your family in order to be in a position to offer ideas that may be of help.
- Account Access and Information
You can have your confidential account information anytime, day or night, from the convenience of your own home or office via highly secured internet access available from our clearing firm which is one of the most respected clearing firms in the world: Pershing LLC. In addition, easy-to-read account statements are available to keep you informed of account activity and performance. Of course, your financial advisor is readily available to assist you on an ongoing basis.
Securities and investment advisory services offered through Private Client Services, LLC. Member of FINRA
We are a Kentucky state-licensed corporation, located at 2225 Lexington Road, Louisville, Kentucky 40206-2818.
(502) 451-0600, Fax:
(502) 473-1721, Toll Free:
A Registered Investment Advisor.
Securities licensed in all 50 states. Our Investment Advisory representatives offer advisory services in
AL, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MA, MI, MS, NE, NH, NJ, NM, NY, NC, OH, OR, PA, TN, TX, UT, VA, VT, WI, and WY.
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