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Anna Marie McCormick

Money Concepts Capital Corp.

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About Anna Marie McCormick

Anna Marie McCormick is a financial advisor with Money Concepts Capital Corp. Anna Marie has been in the financial industry since December 2020 and has earned the Series 7TO, Series 66, and SIE licenses. She is registered in several states, including California, Illinois, Indiana, Ohio, Virginia, and Washington. Anna Marie works with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. She offers a range of financial services, including financial planning and portfolio management.

Firm Information

Anna McCormick 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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Anna McCormick’s Registration & Firm History

FL

09/03/2021 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

IL

12/15/2020 - 09/29/2021

LPL FINANCIAL LLC (SPRINGFIELD IL)

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Licenses & Designations

BOTH

Issued 01/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anna Marie McCormick.
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