PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor. We are growing by dually registering like-minded, hybrid RIA's/IAR's. We are solely focused on servicing the needs of successful, independent advisors and reps allowing you the time to grow your profits. Let our independence ignite yours!

PCS is licensed as a Broker Dealer in all 50 states. Our headquarters is in Louisville, KY. We have more than 70 branch offices coast-to-coast.

Banking

Insurance

Investment Management

Private Client Services (PCS), Member FINRA, SIPC

Ernest Sampson

Beth Mengert

Ted Greggis

Jane Vande Voort

Timothy Graham

John Taylor-Jones

Steve Higdon

Cassondra Dunning

Tim Graham

Tim Gacsy

Steven Mills

Mary Wescott

The Business Development and Licensing team at Private Client Services (PCS) focuses on expanding the firm's network through strategic onboarding and seamless integration of hybrid RIAs/IARs. The team manages advisor recruitment, ensures compliance with licensing requirements, and facilitates smooth business transitions, all while providing cutting-edge technological solutions to enhance advisor productivity and client service.

Business Development and Licensing

Operations Team

Management Team

Leadership Team

Business Development and Licensing

About

Team members

Other teams at Private Client Services (PCS), Member FINRA, SIPC

Operations Team

Management Team

Leadership Team