Karla Linn Elliott
Investment adviser representative at Private Client Services, LLC
7 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business
Are you Karla Linn Elliott? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
7 years in the industry.
- Private Client Services, LLCOct 2023 to now
- UnemployedJul 2023 to Oct 2023
- Securities America AdvisorsMay 2022 to Jul 2023
- Securities America IncMay 2022 to Jul 2023
- Securities America AdvisorsMar 2020 to Apr 2022
- Securities America IncJan 2016 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NE).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4156390
- Firm CRD
- 120222