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Joshua Michael Avalos

Performance Trust Capital Partners, LLC

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About Joshua Michael Avalos

Joshua Avalos is a financial professional with Performance Trust Capital Partners, LLC, a firm based in Nashville, TN. Joshua has a strong background in the financial services industry, having earned the Series 7, Series 66, Series 79, and Series 24 licenses. Joshua is committed to providing clients with personalized financial advice and investment strategies. Joshua has been a registered representative since November 2023.

Firm Information

Joshua Avalos 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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Joshua Avalos’s Registration & Firm History

TN

11/28/2023 - Present

Performance Trust Capital Partners, LLC (Nashville TN)

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Licenses & Designations

BC

Issued 07/13/2024

Series 24 - General Securities Principal Examination

BC

Issued 09/05/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joshua Michael Avalos.
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