Money Concepts Advisory Service

Firm record

As recorded in SEC IAPD

Firm CRD

12963

SEC number

801-39736

Firm type

RIA

Assets under management

$4.1B as of Mar 24, 2026

Website

www.moneyconcepts.com ↗

Phone

561-472-2000

Address

11440 Jog Road, Palm Beach Gardens, FL, 33418

Advisors at this firm

358 in our index · page 3 of 8

• Jon Marvin FletcherCRD 1375227 · Jacksonville, FL
  IA RegisteredBroker
• Jill Marie FlodstromCRD 5328908 · Lakewood, WA
  Broker
• Lisa Dionne FordCRD 5367488 · Dallas, TX
  IA RegisteredBroker
• Richard ForscuttCRD 5961340 · Sun Lakes, AZ
  IA RegisteredBroker
• Donald Eugene FortneyCRD 1642827 · Grafton, WI
  IA RegisteredBroker
• David Allan FosterCRD 6262744 · Middleville, MI
  IA RegisteredBroker
• Mark Allen FrazierCRD 4400263 · Chillicothe, OH
  IA RegisteredBroker
• Jason Aaron FreyCRD 6213877 · Batesville, IN
  IA RegisteredBroker
• Julie E FullerCRD 6039558 · Sidney, OH
  IA RegisteredBroker
• Kevin FullertonCRD 1757713 · Columbus, NJ
  IA RegisteredBroker
• Iraniesha Lashada FulmoreCRD 7876889 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Crystal Robin FultonCRD 5977848 · Brea, CA
  IA RegisteredBroker
• Kevan Lee GaugCRD 4454554 · The Woodlands, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Kale W. GentryCRD 6808040 · Boonville, MO
  IA RegisteredBroker
• Quin Michael GentryCRD 7925800 · Boonville, MO
  IA RegisteredBroker
• Jonathan Fitzpatrick GeorgeCRD 4093818 · Shelburne Falls, MA
  IA RegisteredBroker
• Michael GibsonCRD 4790862 · South Abington Township, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Clark GilbertCRD 1733928 · Fountain Valley, CA
  BrokerRegistration inactive
  Disclosure event(s) on record
• Barbara Anderson GloverCRD 1843034 · Jacksonville, FL
  IA RegisteredBroker
• Kevin Von GoinsCRD 4349533 · Liberty Township, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael D GranadosCRD 6108197 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Debra Fain GrauelCRD 4532575 · Cincinnati, OH
  IA RegisteredBroker
• Donald Edward GravesCRD 2495633 · Greenfield, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Julie Ellen GreenCRD 5564235 · Coopersville, MI
  IA RegisteredBroker
• Nancy E GreeneCRD 2619043 · New City, NY
  IA RegisteredBroker
• Jason Scott GrosseCRD 6470798 · Washington, MO
  IA RegisteredBroker
• Stephen John GrothjanCRD 2671079 · Tulsa, OK
  IA RegisteredBroker
• Thomas William HaarmannCRD 4181416 · Wauwatosa, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• David Glenn HackneyCRD 4199068 · Pittsboro, NC
  IA RegisteredBroker
• David Harrison HackneyCRD 6517430 · Pittsboro, NC
  IA RegisteredBroker
• Matthew A HaeffnerCRD 5536591 · Washington, MO
  IA RegisteredBroker
• Rebecca Jill HallCRD 6661283 · Boston, MA
  IA RegisteredBroker
• William J HallCRD 4732627 · Boston, MA
  IA RegisteredBroker
• Cobb Hays HammondCRD 2475173 · Memphis, TN
  Broker
• James Russell HardestyCRD 4061309 · Montrose, CO
  IA RegisteredBroker
• Henry HarrisCRD 4235929 · Plano, TX
  IA RegisteredBroker
• Hughie Brock HarrisCRD 6534498 · Dayton, TN
  IA RegisteredBroker
• James Brice HarrisCRD 1281305 · Marietta, GA
  IA RegisteredBroker
• Margaret Ann HaughCRD 8119497 · Springfield, IL
  IA RegisteredBroker
• Cynthia Suzanne HelmanCRD 2644408 · Sidney, OH
  IA RegisteredBroker
• Kevin Paul HennessyCRD 2618099 · Kansas City, MO
  IA RegisteredBroker
• Larry Joe HerringCRD 5630215 · Winter Park, FL
  Broker
• Jennifer Maria HiegelCRD 4331939 · Louisville, KY
  IA RegisteredBroker
• Timothy Patrick HigginsCRD 6094238 · Brea, CA
  IA RegisteredBroker
• John Lincoln Hirst IICRD 4016970 · Turners Falls, MA
  IA RegisteredBroker
• Anthony Frederick HobsonCRD 4212302 · Griffith, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Carter Edward HoneycuttCRD 6134747 · Johnson City, TN
  IA RegisteredBroker
• James A HopperCRD 6880766 · Fishers, IN
  IA RegisteredBroker
• J Bruce HowellCRD 2557473 · Denver, CO
  IA RegisteredBroker
• Catherine Virginia HughesCRD 2410821 · Ravenden, AR
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.