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Andrew Louis Graffeo

Private Client Services, LLC

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About Andrew Louis Graffeo

Andrew Louis Graffeo is a financial advisor with Private Client Services, LLC. Andrew has been in the financial services industry since 2007 and is registered with FINRA and the state of Alabama. Andrew holds the Series 6, Series 63, and SIE licenses. Andrew specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Andrew is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Andrew Graffeo is currently registered with Private Client Services, LLC. Private Client Services, LLC is a Limited Liability Company formed in February 2001. Headquartered in Louisville, KY, the firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. With over 50 licensed agents, investment advisor representatives, and registered representatives, the firm manages approximately $845 million in assets for over 2,890 clients. The firm is registered with the SEC and in all 50 states plus the Virgin Islands.
Private Client Services, LLC

2225 LEXINGTON ROAD

LOUISVILLE, KY 40206

$845.81M

Assets Under Management

26

Total Clients

140

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Graffeo’s Registration & Firm History

AL

06/04/2018 - Present

Private Client Services, LLC (Birmingham AL)

AL

08/08/2011 - 06/08/2018

LPL FINANCIAL LLC (VESTAVIA HILLS AL)

AL

10/11/2007 - 08/08/2011

SECURITIES AMERICA, INC. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 10/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Louis Graffeo.
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