Private Client Services (PCS), Member FINRA, SIPC
Private Client Services (PCS), Member FINRA, SIPC

Private Client Services (PCS), Member FINRA, SIPC Information

Contact top employees from Private Client Services (PCS), Member...

Summary

Private Client Services (PCS), Member FINRA, SIPC is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Louisville, Kentucky, USA. The Private Client Services (PCS), Member FINRA, SIPC annual revenue is estimated at < 1M. To connect with Private Client Services (PCS), Member FINRA, SIPC employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

100-200 employees

Specialties

Broker Dealer, Registered Investment Advisor, Dually registered, Hybrid advisors, Stable Independent broker dealer, Pershing, Independence, Freedom, Hybrid, TD Ameritrade, Charles Schwab, Growth, Certified Financial Planner, RIA, IAR

DMA Code

Louisville Metropolitan Area

Founded

1990

Operating Status

Independent Company

Contact Private Client Services (PCS), Member FINRA, SIPC

Organization Website

Phone Number

8009669347

Employees Turnover 2 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Current employees switched from
Ex-employees switched to
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Total number all of employee turnover
Length of Employment
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Employee tenure at Private Client Services (PCS), Member FINRA, SIPC shows a diverse range of experience levels:
5% have been with the company for less than 1 year9% for 1–2 years14% for 3–4 years18% for 5–7 years27% for 8–10 years27% have over 11 years of service at Private Client Services (PCS), Member FINRA, SIPC
Ex-employees positions
In Company
In New Company
Contact top employees from Private Client Services (PCS), Member...
Tracy Parson
Client Onboarding Manager
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Mary Howard
Director, Business Transitions
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Jacob Eddy
Director, Advisory Compliance
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Todd Oberhausen
Director of Risk and Compliance
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Connor Higdon
Business Development Manager
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Kelly Vanden Brook
Director, Broker/Dealer Operations
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Brian Moorman
Financial Advisor
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Mark Brinser
Registered Representative
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Marguerita Cheng
Registered Representative
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Ted Greggis
Managing Principal
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Nick Moshou
Senior Director, Operations
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Patrick Barry
Client Services Coordinator
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Rita DeFloreo
Director of Operations
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Patricia Roberts
Operations Specialist
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Matthew Hecht
Director of Advisory Operations and Technology
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Mary Wescott
Chief Administration Officer
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Leah Shores Hunt
Director, Advisor Technology Solutions
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Adam Pickens
IT Systems Administrator
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Tracy Zimmermann
Registered Representative
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Amanda Kuntz
Transition Manager
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Steve Higdon
Chief Development Officer
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Matt Ebel
Back Office Systems Coordinator
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Steven Mills
Chief Operating Officer
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Patrick Homan
Director, Compliance Surveillance
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Kim Nelson
Director, Business Development & Onboarding
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Lori Seubert
Commission Specialist
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Shari Lorbiecki
Insurance Licensing Coordinator
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Martin Hardy
Financial Advisor
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