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Moses Lacour

Money Concepts Capital Corp

Palm Beach Gardens, FL

Palm Beach Gardens, FL

Houston, TX

CRD 1497065

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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:

Current Employers
Money Concepts Capital Corp

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-09-02
  • TX RA
    APPROVED
    Since 2011-09-02

Branch Locations

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

2537 S. Gessner Rd. #203, Houston, TX 77063 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Money Concepts Capital Corp Palm Beach Gardens FL 09/2011 Present
Previous Registrations
  • 2005-08-23 → 2011-09-22
    Cetera Wealth Services, Llc
    Houston, TX
    Boerne, TX
    Houston, TX
  • 1993-10-13 → 2005-08-09
    Ffp Advisory Services Inc
    Houston, TX
Other Businesses

LaCour Financial Services, Inc., Tax Preparation/Accounting. Officer, Non-investment related, 1-20% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-10
S63 Uniform Securities Agent State Law Examination 1993-09-01
  • S65 Uniform Investment Adviser Law Examination
    1999-11-10
  • S63 Uniform Securities Agent State Law Examination
    1993-09-01
Other Names
  • Moses Jr Lacour

View on SEC IAPD

Nearby Firms

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Nearby Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel

Nearby Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL

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