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Paul R Drake

Performance Trust Capital Partners, LLC

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About Paul R Drake

Paul R Drake is a financial advisor with over 15 years of experience in the industry. Paul is currently registered with Performance Trust Capital Partners, LLC, and is licensed to offer investment advice in several states. Paul has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized and comprehensive financial planning services.

Firm Information

Paul Drake 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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Paul Drake’s Registration & Firm History

IL

08/08/2008 - Present

Performance Trust Capital Partners, LLC (WHEATON IL)

IN

01/10/2008 - 06/30/2008

SII INVESTMENTS, INC. (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 02/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Paul R Drake.
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