Edward
Mathews
Money Concepts Capital Corp
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About this Advisor
Edward Mathews is a financial advisor based in Saco, Maine, working with Money Concepts Capital Corp. Edward has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Edward Mathews, Gwfs Equities, Inc, Maffe Financial Group, Equity Services Inc, Jd Stewart Financial, and Money Concepts Capital Corp. Edward has passed the Series 66 regulatory exam and is registered to provide services in Maine. Currently, Edward is part of Money Concepts Capital Corp, which operates out of Saco, Maine. 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
Edward Mathews Work History
Jd Stewart Financial
Money Concepts Capital Corp
Equity Services Inc
Maffe Financial Group
Various Insurance Carriers For W&R Insurance Agencies
Gwfs Equities, Inc
Waddell & Reed, Inc
Edward Mathews
Disclosures
Please visit the SEC profile of Edward Mathews to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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