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David Roberts Howland

Performance Trust Capital Partners, LLC

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About David Roberts Howland

David Howland is a financial advisor with Performance Trust Capital Partners, LLC located in Wheaton, IL. David has over 30 years of experience in the financial services industry. He is a Series 7, 24, 63 and 65 licensed professional. David is also a registered principal in several states. David holds the Series 63 license since December 1991 and the Series 7 license since December 1991. David passed the Series 24 principal exam in December 2004. David passed the Series 65 exam in October 2011. David has previously worked for Countrywide Securities Corporation, Betzold Research and Trading, Inc. and Nike Securities L.P.

Firm Information

David Howland 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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David Howland’s Registration & Firm History

IL

11/09/2005 - Present

Performance Trust Capital Partners, LLC (WHEATON IL)

CA

09/30/2004 - 11/09/2005

COUNTRYWIDE SECURITIES CORPORATION (CALABASAS CA)

IL

02/21/1995 - 09/10/2004

BETZOLD RESEARCH AND TRADING, INC. (CHICAGO IL)

IL

01/06/1992 - 02/03/1995

NIKE SECURITIES L.P. (WHEATON IL)

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Licenses & Designations

IA

Issued 10/06/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1991

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 David Roberts Howland.
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