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Amanda Bock Williams

Performance Trust Capital Partners, LLC

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About Amanda Bock Williams

Amanda Bock Williams is a financial advisor with Performance Trust Capital Partners, LLC. Amanda has been in the industry for over a year. Amanda has a Series 66, Series 7TO, Series 24 and SIE licenses. Amanda holds registrations in Connecticut and Illinois. Amanda's firm is based in Chicago, IL.

Firm Information

Amanda Williams 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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Amanda Williams’s Registration & Firm History

IL

07/13/2023 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/09/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2023

Series 24 - General Securities Principal Examination

BC

Issued 07/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Amanda Bock Williams.
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