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John Danh Nguyen

Money Concepts Capital Corp.

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About John Danh Nguyen

John Danh Nguyen is a financial professional with over 18 years of experience in the securities industry. John currently works for Money Concepts Capital Corp. as a registered representative and investment advisor representative. John specializes in Retirement Planning, College Savings Plans and Insurance. John also offers financial planning and portfolio management services to individuals and businesses. Before joining Money Concepts Capital Corp, John held positions at Crown Capital Securities, L.P. and SCF Securities, Inc.. John is registered with the state of California as a Registered Investment Advisor and has been licensed in several states.

Firm Information

John Nguyen 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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John Nguyen’s Registration & Firm History

FL

01/23/2024 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

CA

11/10/2016 - 11/28/2023

CROWN CAPITAL SECURITIES, L.P. (PLACENTIA CA)

CA

06/29/2007 - 11/10/2016

SCF SECURITIES, INC. (PLACENTIA CA)

GA

05/04/2005 - 07/03/2007

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/08/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2011

Series 7 - General Securities Representative Examination

BC

Issued 05/03/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Danh Nguyen. Review regulatory record here.
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