Brian
Dodds
Money Concepts Capital Corp
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About this Advisor
Brian Dodds is a financial advisor based in Jacksonville Beach, Florida, working with Money Concepts Capital Corp. Brian has previously held positions at Money Concepts Capital Corp and Mt Vernon Nazarene College. Brian has passed the Series 63 regulatory exam and is registered to provide services in Florida and Ohio. Currently, Brian is part of Money Concepts Capital Corp, which operates out of Jacksonville Beach, Florida. The firm has 24 offices and 407 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Money Concepts Capital Corp includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Money Concepts Capital Corp Brokerage Details
$2,904,017,021
407
14,363
$202,187
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Brian Dodds Work History
Money Concepts Capital Corp
Mt Vernon Nazarene College
Disclosures
Please visit the SEC profile of Brian Dodds 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
Bellefontaine, OH
Palm Beach Gardens, FL
Saint Peters, MO
Palm Beach Gardens, FL
Prineville, OR
Fullerton, CA
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