Sarah
Bevins
Money Concepts Capital Corp
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About this Advisor
Sarah Bevins is a financial advisor based in Fullerton, California with 3 years of relevant experience. Bevins works at Money Concepts Capital Corp. Bevins has gained experience at Lpl Financial, Beavans Medical, Girard Securities, Bonnie Wusz & Associates, Cetera Advisor Networks LLC and Money Concepts Capital Corp. Bevins holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Money Concepts Capital Corp is an advisory business based out of Palm Beach Gardens, FL. The company has offices in 24 locations and a total of 429 financial advisors. It oversees $3 billion in assets under management across its 14,957 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 41 charities and foundations. Of its 14,957 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. Money Concepts Capital Corp offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors usually vary depending on the services provided. Fees charged by Money Concepts Capital Corp likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Money Concepts Capital Corp Brokerage Details
$2,644,047,829
429
14,957
$176,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Sarah Bevins Work History
Sarah has been registered as a financial advisor for 3 years.*
Money Concepts Capital Corp
Cetera Advisor Networks LLC
Beavans Medical
Girard Securities
Bonnie Wusz & Associates
Lpl Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sarah Bevins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Money Concepts Advisory Service
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Owensboro, KY
Loveland, CO
Palm Beach Gardens, FL
Saint Peters, MO
Palm Beach Gardens, FL
Mcallen, TX
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