Molly
Mcguire

Money Concepts Capital Corp

CRD#2848291
Investment Advisor
in Saint Peters, MO

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About this Advisor

Molly Mcguire is a financial advisor working out of Saint Peters, Missouri with a total of 3 years of industry experience. Mcguire is an employee of Money Concepts Capital Corp. Throughout their career, Mcguire has worked at Edward Jones, Lc Staffing, Soma/Chico'S Fas, Ann Taylor, Lwk Associates and Money Concepts Capital Corp. Mcguire has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in Montana. Money Concepts Capital Corp is a financial advisory company that has its headquarters in Palm Beach Gardens, FL. The company has offices in 24 locations and a total of 429 employees. It oversees $3 billion in total assets among its 14,957 accounts, making it one of the largest firms in the country by assets under management. The firm serves 41 charities and foundations. Of its 14,957 customer accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Money Concepts Capital Corp provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advisory services usually vary depending on which services are offered. However, fees charged by Money Concepts Capital Corp can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

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

5600 Mexico Road Ste.1
Saint Peters, MO 63376

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,644,047,829

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

429

MO Average: 62
Total Number of Accounts

14,957

MO Average: 2,474
Average Account Size

$176,777

MO 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

Molly Mcguire Work History

Molly has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lwk Associates

2020 - Present (4 years)

Money Concepts Capital Corp

2019 - 2020 (1 year)

Edward Jones

2016 - 2017 (1 year)

Lc Staffing

2014 - 2015 (1 year)

Soma/Chico'S Fas

2011 - 2014 (3 years)

Ann Taylor

*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 Molly Mcguire 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

William Terry
Palm Beach Gardens, FL
Jacob Moore
Loveland, CO
Daniel Nitsch
Saint Peters, MO
Lorena Corral
Mcallen, TX
Nicole Burczyk
Palm Beach Gardens, FL
John Gleason
Owensboro, KY
Christian Nelson
Palm Beach Gardens, FL
Kirk Paulsen
Palm Beach Gardens, FL

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.

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