Best Investors
Account
Sign in
Best Investors
Account
Sign in
Money Concepts Capital Corp CRD 12963
$4.07B regulatory AUM 1,108 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-20 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
497 Route 304 Ste 2, New City, NY 10956-3030 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
65 East Fourth Street, Dunkirk, NY 14048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbian Mutual Life Ins. Co. | Binghamton | NY | 05/1986 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 11/1993 | Present |
1. LCG TAX SERVICES,LLC,SINCE 01/2010, TREASURER,TAX PREPARATION,3 HRS. MO., 0 DURNING SECURITIES TRADING. 2. Investors' Advantage Portfolios, LLC, OWNER, designing portfolio models. investment related, 11-20% time spent on activity during securities hrs. 3. Integrity Family Resources Inc, Independent Insurance Agency. Medicare supplement and Medicare advantage. Officer, owner, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-24 |
Reach out to this advisor