Diana
Damico
Money Concepts Capital Corp
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About this Advisor
Diana Damico is a financial advisor who works in Cincinnati, Ohio who has 21 years of relevant experience. Damico is an employee of Money Concepts Capital Corp. They have been an employee of Money Concepts Capital Corp for all of their career. Damico maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Money Concepts Capital Corp is an advisory company based 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 between its 14,957 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 41 charitable organizations. Of its 14,957 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. Money Concepts Capital Corp performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fee schedules vary depending on which services are provided. However, fee types charged by Money Concepts Capital Corp can be comprised of any blend 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
Diana Damico Work History
Diana has been registered as a financial advisor for 21 years.*
Money Concepts Capital Corp
*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 Diana Damico 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
Saint Peters, MO
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Loveland, CO
Palm Beach Gardens, FL
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.
