Richard Forscutt

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

• 01/1995 → Present
  Richard M Forscutt, Cpa
  Sun Lakes, AZ
• 03/2016 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2015-10-28 → 2016-02-16
  Avantax Advisory Services
  Sun Lakes, AZ
  Dallas, TX
• 2012-01-25 → 2012-12-31
  Avantax Advisory Services
  Sun Lakes, AZ

Other Businesses

1.R ICHARD M FORSCUTT,CPA. NON-INVESTMENT RELATED. TAX PREPARATION/ACCOUNTING. STARTED DATE 1995. PROVIDES TAX SERVICES. 100 TOTAL/HRS/MO. 50 HR/MO DURING SECURITIES TRADING HOURS. 2. Partner with Axenfield Properties LLC. Rental real estate activities with my Mom. Have a real estate property manager that manages day to day operations of real estate. Maybe 1-5 hours per week. Activity occurs outside normal business hours. Compensation varies. P.O. Box 2449 Columbia Falls, MT 59912, Rental Property, Officer. Non-investment related, 1-20% time spent on activity during non-securities hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-10-20
• S65 Uniform Investment Adviser Law Examination
  2011-06-03

Designations

• Personal Financial Specialist