Francis Paul Carson

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

• 06/2005 → 09/2020
  Trustmont Financial Group, Inc.
  Greensburg, PA
• 06/2005 → 09/2020
  Trustmont Advisory Group, Inc.
  Greensburg, PA
• 09/2020 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2005-06-21 → 2020-09-22
  Trustmont Advisory Group, Inc.
  Stratford, CT

Other Businesses

(1) DBA CHAPEL WEALTH MANAGEMENT LLC, 1015 CHAPEL STREET, STRATFORD, CT 06614. 8/ INSURANCE PRODUCER ENGAGING IN THE SALE OF A&H, DISABILITY 10 HPM/ 8HPM DURING SECURITIES TRADING HOURS. OWNER, FINANCIAL PLANNING, WEALTH MANAGEMENT. BUSINESS CONSULTING, NOT INVESTMENT RELATED, BUSINESS IMPROVEMENT, BEST PRACTICES, IMPROVE BUSINESS RELATIONSHIPS. (2) STRATFORD VISITING NURSES ASSOCIATION, LLC . START DATE 01/01/2024, 3060 MAIN STREET, STRATFORD, CT 06614. BOARD MEMBER. NON-PROFIT NURSING ASSOCIATION. VOLUNTEER AS A BOARD MEMBER TO HELP VISITING NURSES ASSOCIATION CONTINUE TO PROVIDE QUALITY CARE RENDERED TO PATIENTS AND THEIR FAMILIES. 1 HR PER MONTH. 1 HR PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-04-08
• S65 Uniform Investment Adviser Law Examination
  2005-05-02