Richard Stauffer, Private Client Services

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

1605 Diamond Dr, Franklin, Tennessee, 37...

Phone Number

(615) 208-3131

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Richard Stauffer, Private Client Services

Private Client Services specializes in retirement planning, offering strategies and education to help clients achieve their financial objectives. With over 35 years of experience in personal wealth management, the company provides tailored financial guidance and investment expertise. They are licensed in five states and are members of FINRA and SIPC, ensuring regulatory compliance and unbiased advice. Their services include a Gift Annuity Program designed for charitable giving and income planning.Explore more
Popular SearchesRichard Stauffer, Private Client Services LLCStauffer Private Client ServicesSIC Code 62,628NAICS Code 52,523Show more

Richard Stauffer, Private Client Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Richard Stauffer, Private...

<$5M
1-10
Private
-
-
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
-
TD
Terri DawsonClient Service Manager
<$5M
1-10
Private
-
2004
JG
John GarretsonManaging Director, Founder
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
-
2013
JN
Jennifer NelsonVice President Client Relationship Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Richard Stauffer, Private Client Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Richard Stauffer, Private Client Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Richard Stauffer, Private Client Services.

Richard Stauffer, Private Client Services Tech Stack

A closer look at the technologies used by Richard Stauffer, Private Client Services

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Frequently Asked Questions Regarding Richard Stauffer, Private Client Services

What is Richard Stauffer, Private Client Services's official website?
Richard Stauffer, Private Client Services's official website is www.pcsvc.com
What is Richard Stauffer, Private Client Services's Revenue?
Richard Stauffer, Private Client Services's revenue is <$5 Million
What is Richard Stauffer, Private Client Services's SIC code?
Richard Stauffer, Private Client Services's SIC: 62,628
What is Richard Stauffer, Private Client Services's NAICS code?
Richard Stauffer, Private Client Services's NAICS: 52,523
How many employees does Richard Stauffer, Private Client Services have?
Richard Stauffer, Private Client Services has 1-10 employees
What industry does Richard Stauffer, Private Client Services belong to?
Richard Stauffer, Private Client Services is in the industry of: Finance, Securities Trading
What is Richard Stauffer, Private Client Services competition?
Richard Stauffer, Private Client Services top competitors include: Garretson Financial, Wealth Management Group, Bay Harbor Wealth Management, Rimmer Retirement Advisors
What technology does Richard Stauffer, Private Client Services use?
Some of the popular technologies that Richard Stauffer, Private Client Services uses are: Sentry, F5 BIG-IP Platform, Sectigo, The USERTRUST Network
How do I contact Richard Stauffer, Private Client Services?
Richard Stauffer, Private Client Services contact info: Phone number: (615) 208-3131 Website: www.pcsvc.com
What does Richard Stauffer, Private Client Services do?

Private Client Services specializes in retirement planning, offering strategies and education to help clients achieve their financial objectives. With over 35 years of experience in personal wealth management, the company provides tailored financial guidance and investment expertise. They are licensed in five states and are members of FINRA and SIP... C, ensuring regulatory compliance and unbiased advice. Their services include a Gift Annuity Program designed for charitable giving and income planning.Read More

Is Richard Stauffer, Private Client Services a public company?
Richard Stauffer, Private Client Services is private company therefore does not currently have an official ticker symbol
See more information about Richard Stauffer, Private Client Services

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