Cassondra
Dunning
Private Client Services, LLC
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About this Advisor
Cassondra Dunning is a financial advisor based in Louisville, Kentucky, working with Private Client Services, LLC. Cassondra has previously held positions at J.J.B. Hilliard, W.L. Lyons, Inc, Jjb Hilliard Wl Lyons LLC, Private Client Services, and Robert W. Baird & Co. Inc. Cassondra has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky. Currently, Cassondra is part of Private Client Services, LLC, which operates out of Louisville, Kentucky. The firm has 19 offices and 60 employees. The firm manages assets totaling $845.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Private Client Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$845,810,789
60
2,890
$292,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Cassondra Dunning Work History
Private Client Services
Robert W. Baird & Co. Inc
Jjb Hilliard Wl Lyons LLC
J.J.B. Hilliard, W.L. Lyons, Inc
Disclosures
Please visit the SEC profile of Cassondra Dunning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Louisville, KY
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Gaithersburg, MD
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Appleton, WI
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