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Gregory Drew Vacca

Money Concepts Capital Corp.

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About Gregory Drew Vacca

Gregory Vacca is a financial advisor with Money Concepts Capital Corp. based in Palm Beach Gardens, FL. Gregory is a Certified Financial Planner™ professional and has over 25 years of experience in the financial services industry. Gregory is registered to offer investment advisory services in Arizona and California. Gregory's previous employment includes experience with CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, The Leaders Group, Inc., and Fintegra, LLC.

Firm Information

Gregory Vacca 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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Gregory Vacca’s Registration & Firm History

FL

04/09/2020 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

CA

07/26/2018 - 10/23/2019

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

CA

05/31/2016 - 10/23/2019

SORRENTO PACIFIC FINANCIAL, LLC (FAIRFIELD CA)

CO

10/08/2015 - 05/26/2016

THE LEADERS GROUP, INC. (LITTLETON CO)

CO

04/25/2013 - 11/29/2013

FINTEGRA, LLC (GREENWOOD VILLAGE CO)

CA

12/04/2009 - 05/19/2011

U.S. BANCORP INVESTMENTS, INC. (NEWPORT BEACH CA)

PA

04/30/2008 - 12/04/2008

FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)

CA

11/08/2005 - 05/02/2006

UVEST FINANCIAL SERVICES GROUP, INC. (NEWPORT COAST CA)

AZ

01/25/2001 - 12/31/2003

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

CA

07/08/1994 - 01/26/2001

CAL FED INVESTMENTS (SACRAMENTO CA)

CA

06/28/2000 - 11/07/2000

CALIFORNIA FINANCIAL NETWORK, INC. (BAKERSFIELD CA)

CA

04/20/1994 - 06/29/1994

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

NY

08/05/1993 - 04/06/1994

USLIFE EQUITY SALES CORP. (NEW YORK NY)

NY

08/01/1991 - 09/04/1991

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NA

07/01/1991 - 08/01/1991

PAMCO SECURITIES AND INSURANCE SERVICES

CA

02/16/1989 - 07/03/1989

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

ND

08/24/1987 - 03/13/1989

STATE BOND SALES CORPORATION (MINOT ND)

NA

03/04/1987 - 09/04/1987

USLIFE EQUITY SALES CORP.

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Licenses & Designations

BC

Issued 05/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/10/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Drew Vacca.
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