Unclaimed Profile

Timothy Daley Graham

PRIVATE CLIENT SERVICES, LLC·LOUISVILLE, Kentucky

SIE, Series 7, Series 24, Series 66, Series 99TOClean record19 years registeredPRIVATE CLIENT SERVICES, LLC

2225 LEXINGTON ROAD, LOUISVILLE, KY 40206CRD# 4461811Firm CRD# 120222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Daley Graham · LOUISVILLE, KY

Registration

CRD #4461811 · PRIVATE CLIENT SERVICES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

PRIVATE CLIENT SERVICES, LLC

Jun 2021 – present

LPL FINANCIAL LLC

Jun 2007 – Oct 2019

FORT MILL, SC

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Nov 2006 – May 2007

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · November 8, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE CLIENT SERVICES, LLC

CRD 120222 · SEC 801-71475

AUM

$846M

Regulatory assets under management

Employees

2,890 client accounts

Services offered by PRIVATE CLIENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRIVATE CLIENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Daley Graham offer?

Timothy Daley Graham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Timothy Daley Graham's credentials?

Timothy Daley Graham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Daley Graham located?

Timothy Daley Graham is based in LOUISVILLE, Kentucky, working with PRIVATE CLIENT SERVICES, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Timothy Daley Graham charge for services?

Timothy Daley Graham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE CLIENT SERVICES, LLC?

PRIVATE CLIENT SERVICES, LLC has approximately 60 employees and manages $846M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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