Who is Private Client Services (PCS)?

PCS is an independently owned, full-service Broker/Dealer (B/D) that offers B/D services and that assists Registered Investment Advisors (RIA’s) in processing, custodianship of non-advisory products, as well as collecting information and values on existing non-advisory positions for inclusion on a clients consolidated statement of holdings (in the case of GPWA is Orion).  More information can be found at:   https://brokercheck.finra.org/firm/summary/120222