linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Wayne Homard

Money Concepts Capital Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Wayne Homard

David Wayne Homard is a financial advisor with over 25 years of experience in the financial services industry. David is registered with Money Concepts Capital Corp. and WIN Advisors, Inc. David's primary focus is in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations. David holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations, and holds a Series 7, 24, 63 and 65 license.

Firm Information

David Homard 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Homard’s Registration & Firm History

FL

10/29/2012 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

VA

03/23/2005 - 10/02/2006

BI INVESTMENTS, LLC (WILLIAMSBURG VA)

FL

01/01/1994 - 06/23/1997

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

FL

08/09/1993 - 01/03/1994

LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)

Not sure if David Wayne Homard is right for you?

Licenses & Designations

BC

Issued 03/09/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/03/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/1993

Series 24 - General Securities Principal Examination

BC

Issued 03/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Wayne Homard.
Not sure if David Wayne Homard is right for you?