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Charles Mark Carpenter

Performance Trust Capital Partners, LLC

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About Charles Mark Carpenter

Charles Mark Carpenter is a financial advisor with Performance Trust Capital Partners, LLC. Charles has been in the industry since January 30, 2002. Charles is registered with FINRA and holds the following licenses: Series 7, Series 66, Series 24 and Series 30. Charles holds active registrations in 16 states: Florida, Idaho, Illinois, Iowa, Michigan, Montana, Nebraska, New Hampshire, New Mexico, New York, Oregon, Puerto Rico, Texas, Vermont, Virginia, and Washington.

Firm Information

Charles Carpenter 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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Charles Carpenter’s Registration & Firm History

PR

01/31/2002 - Present

Performance Trust Capital Partners, LLC (San Juan PR)

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Licenses & Designations

BOTH

Issued 02/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2021

Series 30 - NFA Branch Manager Examination

BC

Issued 04/03/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2002

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 Charles Mark Carpenter.
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