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Kevin Robert Holme

Performance Trust Capital Partners, LLC

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About Kevin Robert Holme

Kevin Robert Holme is a registered representative with Performance Trust Capital Partners, LLC in Chicago, Illinois. Kevin has been in the securities industry since October 22, 2010. Kevin previously worked at M&A Securities Group, Inc. and BMO Capital Markets Corp. Kevin holds the Series 3, 7, 9, 10, 24, 63, and SIE licenses.

Firm Information

Kevin Holme 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 Holme’s Registration & Firm History

IL

09/23/2020 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

IL

12/19/2013 - 06/19/2019

M&A SECURITIES GROUP, INC. (CHICAGO IL)

IL

11/01/2003 - 07/10/2006

BMO CAPITAL MARKETS CORP. (CHICAGO IL)

IL

02/08/2002 - 11/01/2003

HARRIS NESBITT CORP. (CHICAGO IL)

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Licenses & Designations

BC

Issued 01/27/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/09/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/03/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/23/1986

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kevin Robert Holme.
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