Mary Anne
Redmond

Money Concepts Capital Corp

CRD#2369034
Investment Advisor
in Addison, TX

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About this Advisor

Mary Anne Redmond is a financial advisor based in Addison, Texas, working with Money Concepts Capital Corp. Mary Anne has previously held a position at Money Concepts Capital Corp. Mary Anne has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Mary Anne is part of Money Concepts Capital Corp, which operates out of Addison, Texas. The firm has 24 offices and 407 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Money Concepts Capital Corp includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

4560 Belt Line Road Suite 430
Addison, TX 75001-4566

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,904,017,021

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

407

TX Average: 62
Total Number of Accounts

14,363

TX Average: 2,474
Average Account Size

$202,187

TX 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

Mary Anne Redmond Work History

2003 - Present (22 years)

Money Concepts Capital Corp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mary Anne Redmond 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

Jason Grosse
Saint Peters, MO
Darlene Van Beek
Palm Beach Gardens, FL
Nathaniel Dodds
Bellefontaine, OH
Michael Momeno
Palm Beach Gardens, FL
Chadley Lazreg
New City, NY
Nathaniel Boyle
Springfield, IL
William Peterman
Springfield, IL
Wyatt Finnell
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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