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Kevin James Wood

Performance Trust Capital Partners, LLC

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About Kevin James Wood

Kevin Wood is a financial advisor who has been active in the industry since March 31, 2022. Kevin currently works at Performance Trust Capital Partners, LLC and holds Series 7TO, SIE, and Series 63 licenses. Kevin is registered in Illinois and Texas.

Firm Information

Kevin Wood 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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Kevin Wood’s Registration & Firm History

TX

04/01/2022 - Present

Performance Trust Capital Partners, LLC (Dallas TX)

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Licenses & Designations

BC

Issued 04/25/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kevin James Wood.
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