Matthew
Apodaca
Money Concepts Capital Corp
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About this Advisor
Matthew Apodaca is a financial advisor operating out of Palm Beach Gardens, Florida with 12 years of industry experience. Apodaca is an advisor for Money Concepts Capital Corp. They have been with Money Concepts Capital Corp for the entirety of their career. Apodaca has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Money Concepts Capital Corp is a registered investment company operating out of Palm Beach Gardens, FL. The company has offices in 24 locations and a total of 429 employees. It controls $3 billion in assets under management between its 14,957 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 41 charitable organizations. Of its 14,957 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. Money Concepts Capital Corp performs 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 vary depending on the type of financial services provided. Fees billed by Money Concepts Capital Corp can include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,644,047,829
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
429
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
14,957
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$176,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Matthew Apodaca Work History
Matthew has been registered as a financial advisor for 12 years.*
Money Concepts Fpc
*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 Matthew Apodaca 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
Owensboro, KY
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Loveland, CO
Mcallen, TX
Palm Beach Gardens, FL
Saint Peters, MO
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