Darlene Van Beek

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

• 12/2014 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2014-06-04 → 2014-12-08
  Equitable Advisors, Llc
  Marietta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2014-01-06 → 2014-05-13
  Edward Jones
  St Louis, MO
  Marietta, GA

Other Businesses

1. Van Beek Advisors, LLC., DBA, since 2/15/2023, Owner, Non-investment related, 1-10% time spent on activity during securities hrs. 2. East Cobb Business Association, since 3/10/2025. Board Member, Non-investment related, 1-10% time spent on activity during securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-18