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David James Price

Money Concepts Capital Corp.

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About David James Price

David James Price is a financial advisor currently associated with Money Concepts Capital Corp., with over 20 years of experience in the financial industry. David has a wide range of experience, with specializations in retirement planning, college planning, and estate planning. He has a solid educational foundation with the necessary licenses and registrations to provide comprehensive financial advice. David has held previous roles at Money Concepts Capital Corp. and has a history of working with a diverse range of clients including individuals, businesses, and retirement plans. He is committed to providing personalized financial guidance and strategies to help clients reach their financial goals.

Firm Information

David Price 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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David Price’s Registration & Firm History

FL

07/11/2000 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

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Licenses & Designations

IA

Issued 07/10/2000

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/20/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David James Price.
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