Shawn
Kost
Money Concepts Capital Corp
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About this Advisor
Shawn Kost is a financial advisor based out of New Albany, Indiana with a total of 4 years of industry experience. Kost is on the advisory team at Money Concepts Capital Corp. The advisor has gained experience at Edward Jones, Raymond James Financial Services Advisors Inc, Stock Yards Bank And Trust, Money Concepts Capital Corp, Ohio Valley Medex, Inc, Pnc Investments, American Equity Investment Corp, H&K Properties Of Kentuckiana and Raymond James Financial Services, Inc. Kost maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Money Concepts Capital Corp is an advisory firm that has its headquarters in Palm Beach Gardens, FL. It has offices in 24 locations and a total of 429 financial advisors. It oversees $3 billion in assets under management among its 14,957 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 41 charitable organizations. Of its 14,957 customer accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Money Concepts Capital Corp offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types 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
Shawn Kost Work History
Shawn has been registered as a financial advisor for 4 years.*
Money Concepts Capital Corp
Ohio Valley Medex, Inc
H&K Properties Of Kentuckiana
Stock Yards Bank And Trust
Edward Jones
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
American Equity Investment Corp
Pnc Investments
*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 Shawn Kost 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
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Saint Peters, MO
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.
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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.
