Peter
Mclaughlin
Private Client Services, LLC
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About this Advisor
Peter Mclaughlin is a financial advisor working in Louisville, Kentucky with a total of 2 years of industry experience. Mclaughlin is currently employed by Private Client Services, LLC. Over the course of their career, they have held roles at Lowes, Pgxl Laboratories, River Road Asset Mgmt, Jjb Hilliard Wl Lyons LLC, Robert W. Baird & Co. Inc and Private Client Services. Mclaughlin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Kentucky. Private Client Services, LLC is a registered investment business that has its headquarters in Louisville, KY. It has offices in 21 locations and a total of 60 people on staff. It manages $663 million in assets across its 2,669 accounts, making it one of the larger firms in the country by assets under management. Of its 2,669 accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. Private Client Services, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees typically depend on which services the firm provides the client. However, fee types billed by Private Client Services, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$663,057,627
60
2,669
$248,429
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
Peter Mclaughlin Work History
Peter has been registered as a financial advisor for 2 years.*
Private Client Services
Robert W. Baird & Co. Inc
Jjb Hilliard Wl Lyons LLC
Pgxl Laboratories
River Road Asset Mgmt
Lowes
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Mclaughlin 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
Appleton, WI
Louisville, KY
Appleton, WI
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Louisville, KY
Appleton, WI
Rockville, MD
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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