Paul
Burke

Private Client Services, LLC

CRD#7665143
Investment Advisor
in Louisville, KY

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About this Advisor

Paul Burke is a financial advisor based in Louisville, Kentucky, working with Private Client Services, LLC. Paul has previously held positions at Merck & Co., Inc, Merck & Co. Inc, and Private Client Services. Paul has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Paul 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2225 Lexington Rd
Louisville, KY 40206

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Private Client Services, LLC Brokerage Details

Total Assets Under Management

$845,810,789

KY Average: $949,722,027
Total Number of Employees

60

KY Average: 35
Total Number of Accounts

2,890

KY Average: 1,296
Average Account Size

$292,668

KY Average: $732,810

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

Paul Burke Work History

2022 - Present (2 years)

Private Client Services

2020 - 2023 (3 years)

Merck & Co. Inc

2019 - 2019 (< 1 year)

Merck & Co., Inc

2010 - 2018 (8 years)

Merck & Co., Inc

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Disclosures

Please visit the SEC profile of Paul Burke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Private Client Services, LLC

Howard Friedman
Rockville, MD
Peter Mclaughlin
Louisville, KY
Steven Mills
Louisville, KY
Marguerita Cheng
Gaithersburg, MD
Sharon Ifrach
Appleton, WI
Kyle Hickey
Westerville, OH
Jillian Fohr
Louisville, KY
Adam Morgan
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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