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Frank Pell lawrence Minard

XT Capital Partners, LLC

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About Frank Pell lawrence Minard

Frank Minard is a financial advisor at XT Capital Partners, LLC, a firm located in Westport, CT. Frank holds multiple licenses and certifications, including Series 63, 65, and 24. Frank is a registered representative with the state of Connecticut.

Firm Information

Frank Minard is currently registered with XT Capital Partners, LLC. XT Capital Partners, LLC is a Limited Liability Company formed on October 9, 2001, and is approved to conduct business in 16 states and is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

7

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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Frank Minard’s Registration & Firm History

CT

01/30/2006 - Present

XT Capital Partners, LLC (WESTPORT CT)

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Licenses & Designations

BC

Issued 05/16/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/15/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2005

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank Pell lawrence Minard.
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