Bert
Cupit
Money Concepts Capital Corp
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About this Advisor
Bert Cupit is a certified financial planner operating in Saint Peters, Missouri with 6 years of relevant experience. Cupit is an employee of Money Concepts Capital Corp. Throughout their career, Cupit has worked at Investment Centers Of America, Cupit Financial, LLC and Money Concepts Capital Corp. Cupit has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Arkansas. 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 advisors. It administers $3 billion in total assets across its 14,957 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 41 charities and foundations. Of its 14,957 accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management are based on the type of services. However, fee types billed by Money Concepts Capital Corp most likely are comprised of some combination 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
Bert Cupit Work History
Bert has been registered as a financial advisor for 6 years.*
Money Concepts Capital Corp
Cupit Financial, LLC
Investment Centers Of America
*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 Bert Cupit 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
Loveland, CO
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Owensboro, KY
Saint Peters, MO
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.
