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Brian Edward Adams

Money Concepts Capital Corp.

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About Brian Edward Adams

Brian Edward Adams is a registered Investment Advisor Representative. Brian is currently employed with Money Concepts Capital Corp. based in Palm Beach Gardens, FL. Brian has worked in the financial industry for more than 20 years. Brian has a Series 7 and Series 63 license. His previous firms include INVEST FINANCIAL CORPORATION, FIRST LEGACY SECURITIES, LLC and A. G. EDWARDS & SONS, INC. Brian has worked in Canton, GA; Marietta, GA; St. Louis, MO and Palm Beach Gardens, FL. Brian specializes in providing financial planning and portfolio management services.

Firm Information

Brian Adams 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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Brian Adams’s Registration & Firm History

GA

10/15/2019 - Present

Money Concepts Capital Corp. (Powder Springs GA)

GA

07/23/2009 - 09/15/2014

INVEST FINANCIAL CORPORATION (CANTON GA)

GA

08/10/2004 - 07/23/2009

FIRST LEGACY SECURITIES, LLC (MARIETTA GA)

MO

03/17/1997 - 08/23/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 03/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Edward Adams.
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