Aaron
Alexander
Money Concepts Capital Corp
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About this Advisor
Aaron Alexander is a financial advisor who works out of Corpus Christi, Texas with 1 year of industry experience. Alexander currently works for Money Concepts Capital Corp. During their career, Alexander has held roles at Money Concepts, Full-Time Education and Jaime Rios Financial Services. Alexander maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Money Concepts Capital Corp is a company that has its headquarters in Palm Beach Gardens, FL. The firm 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 biggest investment advisory firms in the country by assets under management. The firm advises 41 charitable organizations. Of its 14,957 client accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business 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 charged by financial advisors typically are based on which services are offered. However, fees charged by Money Concepts Capital Corp most likely include some 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
Aaron Alexander Work History
Aaron has been registered as a financial advisor for 1 years.*
Money Concepts
Full-Time Education
Jaime Rios Financial Services
Full-Time Education
Full-Time Education
*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 Aaron Alexander 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
Palm Beach Gardens, FL
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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