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Brian Keith Leibfried

Performance Trust Capital Partners, LLC

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About Brian Keith Leibfried

Brian Leibfried is a financial advisor with Performance Trust Capital Partners, LLC. Brian has been working in the financial services industry since 2002. He holds FINRA Series 7, 66 and 30 registrations and has a state license in Illinois and Florida. Previously Brian has worked with Raymond James Financial Services, Inc. and Wachovia Securities, Inc..

Firm Information

Brian Leibfried 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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Brian Leibfried’s Registration & Firm History

IL

01/21/2009 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

FL

11/05/2002 - 03/30/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

MO

05/17/2002 - 11/05/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

FL

12/06/2001 - 05/08/2002

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 02/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2021

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brian Keith Leibfried.
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