William Lee Rapp

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1998 → Present
  Naught Naught Agency
  Columbia, MO
• 12/2000 → 03/2018
  Safeco Investment Services, Inc
  Redmond, WA
• 12/2015 → 03/2018
  Signator Investors, Inc.
  Columbia, MO
• 03/2018 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Other Businesses

1) NAUGHT NAUGHT/ASSURED PARTNERS, AGENT, START 8/1998; SALE OF HEALTH, DENTAL, GROUP BENEFITS. NON-INVESTMENT RELATED; 120 HRS/MO, 110 DURING SECURITIES TRADING HOURS..... 2) RAPP PARTNERSHIP,LLC. START 1989; CO-OWNER. RENTAL PROPERTY. NON-INVESTMENT RELATED, 15161 CHELCY LANE, BOONVILLE, MO 65223. 5 HRS/MO., ZERO DURING SECURITIES TRADING HOURS??. 3) CHELCY LEE PROPERTIES, LLC, MEMBER, START 3/2008; INVESTMENT PROPERTY CO & RENTAL INCOME ; NON-INVESTMENT RELATED; 907 7TH CT TERRACE, BONVILLE, MO 65233 10 HRS/MO., ZERO DURING SECURITIES TRADING HOURS...... 4) WILLIAN L. RAPP / RAPP INSURANCE. 907 7TH CT TERRACE, BONVILLE, MO 65233. MEDICARE PDP, MAPD,INDIVIDUAL, HEALTH PLANS. 10 HRS/MO . 9 HRS DURING SECURITIES TRADING HOURS??.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-03
• S63 Uniform Securities Agent State Law Examination
  1988-10-20

Other Names

• Bill Rapp
• William L Rapp