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Daniel T Bass

Performance Trust Capital Partners, LLC

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About Daniel T Bass

Daniel T. Bass is a financial professional with over 13 years of experience in the industry. Daniel is currently registered with Performance Trust Capital Partners, LLC in Houston, TX, where he has been working since December 2012. Previously, he worked with FBR Capital Markets & Co. and The Carson Medlin Company. Daniel holds licenses in multiple states, including Texas, Illinois, Oklahoma, and Colorado. Daniel specializes in providing a variety of financial services to individual investors.

Firm Information

Daniel Bass 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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Daniel Bass’s Registration & Firm History

TX

12/12/2012 - Present

Performance Trust Capital Partners, LLC (HOUSTON TX)

TX

04/20/2010 - 12/20/2012

FBR CAPITAL MARKETS & CO. (HOUSTON TX)

FL

05/05/2009 - 04/19/2010

THE CARSON MEDLIN COMPANY (TAMPA FL)

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Licenses & Designations

BC

Issued 05/18/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2009

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 Daniel T Bass.
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