Roger Thompson
Private Client Services Group · Ocala, Florida
Roger Thompson is a fee-only financial advisor at Private Client Services Group in Ocala, Florida. Private Client Services Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Private Client Services Group |
|---|---|
| Based in | Ocala, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $7.4M across 35 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 2372311 |
| Exams passed | Series 63 (1994) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Roger's firm compares
- Private Client Services Group's average account is about $212,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Roger
Is Roger Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and Private Client Services Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roger charge for financial advice?
Roger's firm, Private Client Services Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Roger Thompson based?
Roger Thompson is based in Ocala, Florida.
Is Roger Thompson registered with the SEC?
Yes. Roger Thompson is registered as an investment adviser representative in FL and TX (CRD 2372311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Client Services Group manage?
Private Client Services Group reports $7.4M across 35 accounts in assets under management.
How do I contact Roger Thompson?
Contact details aren't on file yet. Search for Private Client Services Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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