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John Reid Curlin

Performance Trust Capital Partners, LLC

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About John Reid Curlin

John Reid Curlin is a financial advisor with over 15 years of experience in the financial services industry. John has a strong background in investment banking and has held positions at several firms including ICBA Securities, Vining Sparks and AmSouth Investment Services, Inc. John holds the Series 7, 6, 63, 79TO and SIE licenses. Currently, John is registered with Performance Trust Capital Partners, LLC in the state of Tennessee. John is also registered in 10 other states: Arizona, Arkansas, Colorado, Illinois, Iowa, Mississippi, Nebraska, New Mexico, Oklahoma and Wyoming.

Firm Information

John Curlin 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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John Curlin’s Registration & Firm History

TN

08/07/2019 - Present

Performance Trust Capital Partners, LLC (Nashville TN)

TN

09/25/2009 - 08/06/2019

ICBA SECURITIES (MEMPHIS TN)

TN

08/18/2009 - 08/06/2019

VINING SPARKS (MEMPHIS TN)

AL

08/25/2003 - 12/14/2004

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 08/21/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2021

Series 30 - NFA Branch Manager 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 08/17/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/22/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John Reid Curlin.
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