Stacy Marie Calton

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

• 08/2005 → 06/2021
  Bellefontaine City Schools
  Bellefontaine, OH
• 06/2021 → 01/2022
  Mci Of The Mid-Atlantic
  Bellefontaine, OH
• 09/2021 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 01/2022 → Present
  Dodds Wealth Advisors
  Bellefontaine, OH

Other Businesses

1.Dodds Wealth Advisors. Start Date 1/31/2022. Employee. General Admin Duties, Database Red Tail entry, account research, advisor support, fund company calls for account data etc.. 40 Total Hours/Month. 40Hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-20

Other Names

• Stacy Marie Dodds