Lorraine Mekan Kirk
Investment adviser representative at Private Client Services, LLC
15 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business
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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
15 years in the industry.
- Private Client Services, LLCAug 2025 to now
- J.P. Morgan Securities LLCNov 2017 to Aug 2025
- JPMorgan Chase Bank, N.A.Nov 2017 to Aug 2025
- National Planning CorporationOct 2011 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5984582
- Firm CRD
- 120222