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Douglas William Boy

Money Concepts Capital Corp.

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About Douglas William Boy

Douglas William Boy is an investment advisor representative with Money Concepts Capital Corp. in PALM BEACH GARDENS, FL. Douglas William Boy has been in the financial industry since December 1998. Douglas William Boy has experience with a variety of investment products and services including, but not limited to, financial planning, portfolio management for individuals, and portfolio management for businesses. Douglas William Boy is also registered with the state of Florida as a Broker Dealer.

Firm Information

Douglas Boy 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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Douglas Boy’s Registration & Firm History

FL

06/02/2003 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

OH

02/09/1999 - 12/03/2002

VALMARK SECURITIES, INC. (AKRON OH)

IN

12/17/1998 - 02/10/1999

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

12/17/1998 - 02/10/1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 12/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas William Boy.
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