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Gene Winston Walter

Money Concepts Capital Corp.

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About Gene Winston Walter

Gene Winston Walter has been in the financial industry since 1994. Gene is currently registered with Money Concepts Capital Corp. in Palm Beach Gardens, Florida. Gene has a Series 7, Series 24, and Series 63 licenses. Gene has a wide range of experience in the financial industry. Gene focuses on financial planning, portfolio management for businesses, and portfolio management for individuals. Gene is dedicated to providing his clients with the highest level of service and expertise.

Firm Information

Gene Walter 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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Gene Walter’s Registration & Firm History

FL

01/07/2008 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

KY

10/20/2004 - 12/31/2007

EQUITAS AMERICA, LLC (CRESTWOOD KY)

MO

01/31/2000 - 06/18/2004

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MO

10/25/1996 - 02/01/2000

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

NY

12/15/1993 - 10/31/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/11/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gene Winston Walter.
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