Ella Lampkin Weymon

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

• 07/1982 → Present
  Acct-Now/Weymon & Associates, Inc.
  Holland, MI
• 09/2004 → Present
  Assurant Health, Time Insurance, Inc.
  Milwaukee, MI
• 09/2004 → Present
  Grothenhuis Insurance, Blue Cross Blue Shield
  Grand Rapids, MI
• 06/2008 → Present
  Money Concepts
  Palm Beach Gardens, FL
• 01/2023 → Present
  Intuit
  Holland, MI

Other Businesses

1. WEYMON & ASSOCIATES, INC,/ ACCT-NOW SINCE 07/1984, PRESIDENT, . PROVIDE/APPROVE SERVICES FOR ACCOUTHING, PAYROLL, TAX SERVICES. 180 HR. MO., 130 HRS. MO. DURING SECURITIES TRADING. 2. ELLA WEYMON AGENCY, SINCE 09/2004, OWNER, PROVIDE/APPROVE SERVICES FOR HEALTH & MEDICARE INSURANCES.30 HRS. MO.,10 HRS. MO. DURING SECURITIES TRADING. 3. Intuit, since 1/20/2023, 2344 Sunset Bluff Drive, Holland, MI 49424. CPA, Tax Perparation, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-01
• S63 Uniform Securities Agent State Law Examination
  1995-03-07

Other Names

• Ella L Weymon
• Ella Mae Weymon
• Ella Mae Lampkin