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 4 of 8

• Ganesh Nagrajan IyerCRD 2092039 · Glastonbury, CT
  IA RegisteredBroker
• Melissa Patience JaworskiCRD 7291960 · Palm Beach Gardens, FL
  Broker
• Aaron Floyd JeffersCRD 6944963 · Rolla, MO
  IA RegisteredBroker
• Raymond Eric JoakimsonCRD 1746513 · Sparks, NV
  IA RegisteredBroker
• John David JohnsonCRD 4628425 · Wapakoneta, OH
  IA RegisteredBroker
• Michael Edward JonesCRD 2706825 · Charlotte, NC
  IA RegisteredBroker
• Monty Lee JonesCRD 706191 · Weddington, NC
  Broker
• Nikolas Andre KaneCRD 2829389 · Louisville, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Niel KapiloffCRD 6273898 · Keene, NH
  IA RegisteredBroker
• Christopher William KeelinCRD 1455741 · Alabaster, AL
  Broker
• James Andrew KingCRD 7467664 · Pleasant View, TN
  IA RegisteredBroker
• Paul Wilmer KingslandCRD 4629899 · Tigard, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Joann A KirchhoferCRD 4443473 · Hermann, MO
  IA RegisteredBroker
• John Scott KlineCRD 3061985 · Frankfort, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Lemuel Weyher KornegayCRD 1488350 · Cary, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Jodi G. KrausmanCRD 6488739 · Troy, MI
  IA RegisteredBroker
• John David KuhnCRD 1562808 · Galloway, OH
  IA RegisteredBroker
• Moses LacourCRD 1497065 · Houston, TX
  IA RegisteredBroker
• Michael Scott LantzCRD 7373482 · Indianapolis, IN
  IA RegisteredBroker
• Kenyon Obed LassenCRD 4058520 · Lakeside, AZ
  Broker
• Chadley LazregCRD 6863984 · New City, NY
  IA RegisteredBroker
• Fraj LazregCRD 729652 · New City, NY
  IA RegisteredBroker
• Gary Quan LeCRD 8220232 · Placentia, CA
  IA RegisteredBroker
• Javier LedesmaCRD 2698085 · San Marcos, TX
  Broker
• Andrew Arne LeeCRD 2588504 · Kootenai, ID
  IA RegisteredBroker
• Gary F LeonardCRD 2705516 · Fulton, MO
  Broker
• Jim Donald LeonardCRD 1891886 · Cabot, AR
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua Ethan LevineCRD 5495969 · Brentwood, TN
  IA RegisteredBroker
• Brian Paul LichCRD 4427583 · Saint Peters, MO
  IA RegisteredBroker
• Trina Weymon LichtenwalnerCRD 8054295 · Zeeland, MI
  IA RegisteredBroker
• Breck Jordan LimasCRD 7689019 · Tulare, CA
  IA RegisteredBroker
• Janet L ListonCRD 4163407 · East Bridgewater, MA
  Broker
• Cole Riley LongCRD 7527442 · Washington, MO
  IA RegisteredBroker
• Donald Allen LozierCRD 5376391 · West Jefferson, OH
  IA RegisteredBroker
• Michelle R LuceCRD 5417290 · Aberdeen, WA
  IA RegisteredBroker
• Lawrence Robert LundCRD 4439882 · Saint Charles, MO
  IA RegisteredBroker
• Tara M LutherCRD 5228327 · Farmington, MO
  Broker
• Tally Drew LykinsCRD 2439455 · Columbus, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Brandon R LytleCRD 5343430 · Louisville, KY
  IA RegisteredBroker
• Russell Eugene LytleCRD 1082827 · Louisville, KY
  IA RegisteredBroker
• Ryan M LytleCRD 5908918 · Louisville, KY
  Broker
• Marcos Antonio MadrilCRD 4027389 · Tucson, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Lea MajerCRD 7518072 · Mentor, OH
  Broker
• Richard Alan MaplesCRD 6465879 · Fort Worth, TX
  IA Registered
• Gregory Henry MarchandCRD 1923915 · Webster, MA
  IA RegisteredBroker
• Joshua H MarchandCRD 7526917 · Webster, MA
  Broker
• Barry Joseph MarsolaisCRD 1092696 · Port St. Lucie, FL
  IA RegisteredBroker
• Charlene MartinCRD 4089409 · Dickson, TN
  IA RegisteredBroker
• Laurie Ann MartinCRD 6460181 · Palm Beach Gardens, FL
  Broker
• Brenna Ann MassaroCRD 5922871 · Sunderland, VT
  IA RegisteredBroker
  Disclosure event(s) on record

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.