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Aaron J. d. Alexander

Money Concepts Capital Corp.

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About Aaron J. d. Alexander

Aaron Alexander is a registered representative with Money Concepts Capital Corp., operating from their Corpus Christi, TX office. Aaron holds Series 7TO and Series 66 licenses. Their areas of expertise include asset allocation, retirement planning and financial planning. They have been active in the financial services industry since January 2018. Prior to joining Money Concepts Capital Corp., Aaron worked as an employee at Jaime Rios Financial Services. The firm Money Concepts Capital Corp. is a registered investment adviser with the SEC and has been in business for over 40 years. The firm specializes in financial planning, retirement planning, and investment management. The firm has approximately 1239 clients, with assets under management of over $2.9 billion.

Firm Information

Aaron Alexander is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Aaron Alexander’s Registration & Firm History

TX

02/01/2022 - Present

Money Concepts Capital Corp. (CORPUS CHRISTI TX)

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Licenses & Designations

BOTH

Issued 02/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron J. d. Alexander.
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