About Private client services (pcs), member finra, sipc
Private Client Services (PCS), Member FINRA, SIPC: Your Trusted Partner in Financial Advisory
Private Client Services (PCS) is a leading independent broker-dealer that provides comprehensive financial advisory services to individuals and businesses. With a strong commitment to integrity, transparency, and client satisfaction, PCS has established itself as a trusted partner for Independent Financial Advisors (IFAs) across the United States.
At PCS, we understand that every client has unique financial goals and needs. That's why we offer personalized solutions tailored to your specific situation. Whether you're looking for retirement planning, investment management, estate planning or any other financial service, our team of experienced professionals is here to help you achieve your objectives.
Our History
Founded in 1981 by Richard J. "Dick" Averitt Jr., PCS has grown from a small regional brokerage firm into one of the most respected names in the industry. Today, we have over 200 employees serving more than 500 IFAs nationwide.
Our success is built on our unwavering commitment to putting our clients first. We believe that by providing exceptional service and support to our IFAs, they can better serve their clients' needs.
Our Services
At PCS, we offer a wide range of financial services designed to help you achieve your goals:
- Investment Management: Our team of experienced advisors will work with you to develop an investment strategy tailored to your risk tolerance and long-term objectives.
- Retirement Planning: We'll help you create a comprehensive retirement plan that takes into account your current assets and future income needs.
- Estate Planning: Our experts will guide you through the complex process of estate planning so that your assets are distributed according to your wishes.
- Insurance Solutions: We offer a variety of insurance products designed to protect you and your family from unexpected events such as disability or death.
- Business Solutions: If you own or operate a business, we can provide customized solutions for everything from employee benefits packages to succession planning.
Why Choose PCS?
There are many reasons why IFAs choose PCS as their partner in financial advisory:
- Independence: As an independent broker-dealer with no proprietary products or quotas, we're free to recommend the best solutions for our clients' needs.
- Supportive Culture: At PCS, we foster an environment where IFAs can thrive both professionally and personally. From ongoing training opportunities to community outreach programs,
we're committed
to helping our advisors succeed.
- Cutting-edge Technology:
We invest heavily in technology so that our IFAs have access
to state-of-the-art tools
and resources they need
to stay ahead of the curve.
- Strong Compliance:
We take compliance seriously at PCS,
and work hard
to ensure all regulatory requirements are met without compromising on quality service delivery.
Conclusion
If you're looking for an experienced partner who puts clients first,
look no further than Private Client Services (PCS). With over three decades of experience serving Independent Financial Advisors across America,
we have what it takes
to help make sure all aspects related
to finance are taken care off
so they can focus on delivering top-notch advice
and support their clients' success stories!