Isaac Houston Mccabe

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

• 08/1993 → Present
  Student
  Overland Park, KS
• 10/2006 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2006-03-10 → 2006-09-29
  Msi Financial Services, Inc.
  Overland Park, KS
  Overland Park, KS

Other Businesses

1. MUTUAL SAVINGS ASSOCIATION: BANKING, SAVINGS & LOAN, 20/HRS, TEAM COACH EDUCATING LOAN OFFICERS WHO SELL INSURANCE PRODUCTS TO LOAN PROSPECTS, ASSITING OFFICERS IN ORGANIZING PROCESSES AND PROCEDURES. 2. FSI, is a wholly-owned subsidiary of Mutual Savings Association. Vice-President,employee,agent. Administration of daily insurance agency operations, customer service, data entry and accounting. Supporting bank sales and prospecting efforts, including but not limited to soliciting for deposit and loan referrals to bankers. Enhancing our community through superior client relationships. Overseeing agency functions and personnel. Selection and discipline of employees. Strategic business planning. Execution of duties assigned by President. Reporting to President. Establishing and accounting of goals and progress toward them. Reporting to the Board of Directors. Agency and agent contracting with carriers. Agency risk management. Agent sales training and management. Soliciting the sale of personal and commercial insurance products, servicing policyholders. Investment related, 60% time spent on activity during securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-20
• S63 Uniform Securities Agent State Law Examination
  2003-09-19

Other Names

• Isaac Mccabe