Invested Better
Unclaimed

Unclaimed

Unclaimed

Carrie Kathleen Webb

Performance Trust Capital Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carrie? Claim Your Profile

About Carrie Kathleen Webb

Carrie Webb is a securities professional licensed to conduct business in Illinois. Carrie holds the Series 63, Series 7TO, and SIE licenses and is registered with Performance Trust Capital Partners, LLC. Carrie's first day of employment with the firm was July 9, 2024. Carrie began working in the securities industry on July 8, 2024.

Firm Information

Carrie Webb 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carrie Webb’s Registration & Firm History

IL

07/09/2024 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

Not sure if Carrie Kathleen Webb is right for you?

Licenses & Designations

BC

Issued 08/15/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/29/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Kathleen Webb.
Not sure if Carrie Kathleen Webb is right for you?