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Joseph D Robertson

Private Client Services, LLC

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About Joseph D Robertson

Joseph Robertson is a financial advisor with Private Client Services, LLC in San Antonio, TX. Joseph has been in the industry since 2022 and specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Joseph holds Series 7TO, Series 63, and Series 65 licenses. Joseph is also a Registered Representative with FINRA. Joseph previously worked at MORGAN STANLEY and E*TRADE SECURITIES LLC.

Firm Information

Joseph Robertson 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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Joseph Robertson’s Registration & Firm History

TX

08/09/2024 - Present

Private Client Services, LLC (San Antonio TX)

FL

01/17/2023 - 07/16/2024

MORGAN STANLEY (Tampa FL)

FL

06/01/2022 - 09/05/2023

E*TRADE SECURITIES LLC (Temple Terrace FL)

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Licenses & Designations

IA

Issued 06/14/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph D Robertson.
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