Unclaimed
Brian Dodds is a Registered Representative with Money Concepts Capital Corp. Brian is a seasoned advisor with over 20 years of experience in the financial services industry, specializing in investment advice for individuals, businesses, and retirement plans. Brian has a strong commitment to helping clients reach their financial goals, and he is dedicated to providing personalized financial guidance. Brian works with clients to develop customized financial plans that address their unique needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
10/10/2000 - Present
Money Concepts Capital Corp. (JACKSONVILLE BEACH FL)
BC
Issued 04/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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