Joe
Doggett

Money Concepts Capital Corp

CRD#1033987
Investment Advisor
in Palm Beach Gardens, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joe Doggett is a chartered financial consultant working out of Palm Beach Gardens, Florida who has 1 year of relevant experience. Doggett works at Money Concepts Capital Corp. During their career, the advisor has held roles at Jcd Investment Inc, Grove Point Investments, LLC and Money Concepts Capital Corp. Doggett holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana and Kentucky. Money Concepts Capital Corp is a registered investment business operating out of Palm Beach Gardens, FL. The company has offices in 24 locations and a total of 429 people on staff. It manages $3 billion in assets among its 14,957 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 41 charitable organizations. Of its 14,957 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a diverse array 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 which service is provided. However, fees billed by Money Concepts Capital Corp likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

1 year

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

11440 North Jog Road
Palm Beach Gardens, FL 33418-3764

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,644,047,829

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

429

FL Average: 62
Total Number of Accounts

14,957

FL Average: 2,474
Average Account Size

$176,777

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

Joe Doggett Work History

Joe has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Money Concepts Capital Corp

2010 - 2022 (12 years)

Grove Point Investments, LLC

1994 - 2022 (28 years)

Jcd Investment Inc

*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 Joe Doggett 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

Jacob Moore
Loveland, CO
William Terry
Palm Beach Gardens, FL
Brian Mccleskey
Palm Beach Gardens, FL
Ryan Mcdaniel
Palm Beach Gardens, FL
Nicole Burczyk
Palm Beach Gardens, FL
Kirk Paulsen
Palm Beach Gardens, FL
Daniel Nitsch
Saint Peters, MO
Lorena Corral
Mcallen, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started