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 Definitions

Account Agreement

Account Registration Definition

Customer Identification Program

PCS Client Relationship Summary (Form CRS)

Regulation Best Interest Disclosure

PCS Privacy Policy

PCS Business Continuity Plan

PCS Rollover 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