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:
Private Client Services ERISA Plan Disclosure (Section 408(b)(2)) Brokerage Services
Private Client Services ERISA Plan Disclosure (Section 408(b)(2)) Advisory Programs
Private Client Services ERISA Plan Disclosure (Section 408(b)(2)) Frequently Asked Questions
Private Client Services ERISA Plan Disclosure (Section 408(b)(2)) Important Information
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