Brian
Dodds

Money Concepts Capital Corp

CRD#4117145
Investment Advisor
in Jacksonville Beach, FL

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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

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1400 Marsh Landing Parkway Ste, 105
Jacksonville Beach, FL 32250

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,904,017,021

FL Average: $1,855,561,029
Total Number of Employees

407

FL Average: 62
Total Number of Accounts

14,363

FL Average: 2,474
Average Account Size

$202,187

FL Average: $750,025

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

2000 - Present (24 years)

Money Concepts Capital Corp

1995 - Present (29 years)

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

Nathaniel Boyle
Springfield, IL
Paul Apodaca
Palm Beach Gardens, FL
Jennifer Troiano
Palm Beach Gardens, FL
Nathaniel Dodds
Bellefontaine, OH
Darlene Van Beek
Palm Beach Gardens, FL
Molly Mcguire
Saint Peters, MO
Thomas Harris
Louisville, KY
William Peterman
Springfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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