Ronald
Vanhorn
Private Client Services, LLC
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About this Advisor
Ronald Vanhorn is a financial advisor based in Somerville, New Jersey with 13 years of relevant experience. Vanhorn is on the advisory team at Private Client Services, LLC. They have been with Private Client Services, Llc for their entire career. Vanhorn has a Series 63 license, qualifying them as a securities representative, and can serve investors in New Jersey. Private Client Services, LLC is a financial advisory business that has its headquarters in Louisville, KY. The firm has offices in 21 locations and a total of 60 financial advisors. It administers $663 million in total assets across its 2,669 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 2,669 client accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Private Client Services, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which services are provided. Fees billed by Private Client Services, LLC may include 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
Ronald Vanhorn Work History
Ronald has been registered as a financial advisor for 13 years.*
Private Client Services LLC
*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 Ronald Vanhorn 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
Appleton, WI
Appleton, WI
Louisville, KY
Louisville, KY
Rockville, MD
Appleton, WI
Somerville, NJ
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