Private Client Services - An RIA Friendly Broker Dealer

Private Client Services

is an independently owned, full-service Broker/Dealer.

We help launch, support and foster the growth
of Independent Financial Advisors.

Private Client Services

is an independently owned, full-service Broker/Dealer.

We help launch, support and foster the growth
of Independent Financial Advisors.

Freedom

Control your future by becoming independent. You’ll have the freedom of operating your business without the hassle and interference of corporate bureaucracy.

Stability

When partnering with Private Client Services, you’re associating with a fellow independent business. We are a privately held company and have no public shareholders. We are self-owned and intend to remain so.

Inspiration

We have the passion, experience, and desire to help you take your business to new heights. All along the way, we’ll encourage you to push your entrepreneurial spirit to its fullest potential.

Dividends

Being your own boss means that you reap the rewards of what you sow. The higher-payout structure of being independent allows you to keep more of what you earn.

"After conducting an extensive national broker dealer search, we concluded that the
responsive, independent and flexible culture of Private Client Services would best fit the
sustainable growth of our hybrid business model."

— Marguerita M. Cheng, Chief Executive Officer, Rockville, MD

Learn More

If you’re ready to find out more about breaking away from your current Broker/Dealer or would like to know more about Private Client Services, please fill out this quick Contact form. Your information will be held in the strictest confidence and there will be no obligation on your part.

Or, call Steve Higdon, Chief Development Officer at (502) 797-5207.