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Breck Jordan Limas

Money Concepts Capital Corp.

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About Breck Jordan Limas

Breck Jordan Limas is a registered investment advisor representative with Money Concepts Capital Corp. Breck is licensed in California, and has been in the industry since December 2022. Breck has earned both Series 7 and Series 66 licenses and holds a Securities Industry Essentials Exam credential. Breck also works for BR Tax Planners, a tax preparation firm, in a non-investment related role. Breck has a background in the agricultural sector, having worked for a number of companies in the Fresno and Tulare areas prior to entering the financial services industry. Breck is a graduate of Fresno State and holds a Bachelor of Science degree in Business Administration.

Firm Information

Breck Limas 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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Breck Limas’s Registration & Firm History

FL

04/08/2024 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

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Licenses & Designations

BOTH

Issued 04/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Breck Jordan Limas.
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