linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gretchen Kay Mahaffey

Private Client Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gretchen? Claim Your Profile

About Gretchen Kay Mahaffey

Gretchen Mahaffey is a financial advisor with over 20 years of experience in the industry. Gretchen has a strong background in providing financial advice and investment management services. Gretchen holds the Series 66, Series 7, and SIE securities licenses. Gretchen is currently registered with Private Client Services, LLC, in Kentucky and has a background with Woodbury Financial Services, Inc. and AXA Advisors, LLC. Gretchen is a Certified Financial Planner.

Firm Information

Gretchen Mahaffey 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gretchen Mahaffey’s Registration & Firm History

KY

05/03/2010 - Present

Private Client Services, LLC (LOUISVILLE KY)

KY

02/14/2008 - 05/06/2010

WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)

KY

08/15/2002 - 02/19/2008

AXA ADVISORS, LLC (LOUISVILLE KY)

Not sure if Gretchen Kay Mahaffey is right for you?

Licenses & Designations

BOTH

Issued 09/12/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gretchen Kay Mahaffey.
Not sure if Gretchen Kay Mahaffey is right for you?