Dennis
Clifford
Money Concepts Capital Corp
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About this Advisor
Dennis Clifford is a financial advisor who works out of Kansas City, Missouri with a total of 6 years of industry experience. Clifford works at Money Concepts Capital Corp. The advisor has gained experience at Money Concepts Capital Corp and Country Club Financial Services, Inc. Clifford holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Missouri. Money Concepts Capital Corp is an advisory firm operating out of Palm Beach Gardens, FL. The company has offices in 24 locations and a total of 429 financial advisors. It has $3 billion in total assets across its 14,957 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 41 charities and foundations. Of its 14,957 accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. Money Concepts Capital Corp offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advisory services typically depend on which service is offered. However, fees billed by Money Concepts Capital Corp likely include 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
![](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
Dennis Clifford Work History
Dennis has been registered as a financial advisor for 6 years.*
Money Concepts Capital Corp
Country Club Financial Services, 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 Dennis Clifford 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
Loveland, CO
Palm Beach Gardens, FL
Saint Peters, MO
Palm Beach Gardens, FL
Owensboro, KY
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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