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Alfred Merritt

Performance Trust Capital Partners, LLC

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About Alfred Merritt

Alfred Merritt is a financial professional with over two years of experience in the industry. Alfred is currently registered with Performance Trust Capital Partners, LLC and is licensed to provide investment advice in 20 states. Alfred has a broad range of experience, and has passed the Series 7TO, Series 99TO and Series 63 exams.

Firm Information

Alfred Merritt is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Alfred Merritt’s Registration & Firm History

TN

06/26/2021 - Present

Performance Trust Capital Partners, LLC (Nashville TN)

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Licenses & Designations

BC

Issued 09/17/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 06/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alfred Merritt.
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