Money Concepts is an independent broker-dealer founded on the principle of true ownership. Since 1979 we’ve formed a network of wealth management franchises (no franchise fee) for advisor, tax pro or financial institution. Independently owned franchises allow advisors to apply "Best Practices" to build their business their way. Privately held we are not influenced by product providers. Advisors choose non-proprietary products on a fee and commission basis without quotas or hidden fees. Focused only on advisors, we serve as their business partner. Visit www.moneyconcepts.com Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or LinkedIn, Inc. services. Money Concepts does not expressly or implicitly adopt or endorse expressions, opinions or content posted by fans or third-parties on LinkedIn pages. Money Concepts does not adopt or endorse products, services, advertisements, recommendations or statements and does not control, serve, adopt or endorse advertising, messages or content LinkedIn may publish or that may appear on LinkedIn or LinkedIn-affiliated sites. No part of this page is intended to make recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only. Non-Money Concepts URLs or external websites mentioned herein are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content of any unaffiliated site and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA /SIPC ©2014 Money Concepts
View Top Employees from Money ConceptsWebsite | http://www.moneyconcepts.com/ |
Revenue | $13 million |
Funding | $1 million |
Employees | 611 (407 on RocketReach) |
Founded | 1979 |
Address | 11440 North Jog Road, Palm Beach Gardens, Florida 33418, US |
Phone | (561) 472-2000 |
Technologies |
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Industry | Financial Services, Finance General, Independent Financial Planning, Finance, Community Banks and Credit Unions, Tax Professionals, Financial Advisors |
Web Rank | 2 Million |
Keywords | Financial Planning, Independent Financial Advice, Retirement Planning, Financial Services For Individuals And Businesses |
Competitors | Allegheny Financial Group, Appropriate Balance Financial Services, Inc., Homrich Berg, Summit Financial, Wealth Management, Inc. |
SIC | SIC Code 616 Companies, SIC Code 61 Companies |
NAICS | NAICS Code 5223 Companies, NAICS Code 522 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52231 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Money Concepts employee's phone or email?
The Money Concepts annual revenue was $13 million in 2024.
Allen Porter is the Vice President of Marketing and Business Development of Money Concepts.
407 people are employed at Money Concepts.
Money Concepts is based in Palm Beach Gardens, Florida.
The NAICS codes for Money Concepts are [5223, 522, 52393, 5239, 52231, 52, 523].
The SIC codes for Money Concepts are [616, 61].