Private Client Services is pleased to provide the following disclosure information. Please click on the links to view/print the full disclosure information for each category:
Account Registration Definition
Customer Identification Program
PCS Client Relationship Summary (Form CRS)
Regulation Best Interest Disclosure
Securities Investor Protection Corporation Disclosure (SIPC)
Customer Concerns or Complaints – Private Client Services, LLC values your business and feedback. You may direct any questions, concerns, or complaints about your account(s) to: Private Client Services Compliance Department, 2225 Lexington Rd, Louisville, KY 40206, Phone: (502)-451-0600