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Kevin Lee Moorman

Money Concepts Capital Corp.

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About Kevin Lee Moorman

Kevin Moorman is a financial advisor who has been in the industry since 1993. Kevin is currently registered with Money Concepts Capital Corp. in Ohio. Kevin is also a registered Investment Advisor in Ohio. Kevin is licensed to provide investment advisory services in Ohio. Kevin has experience providing financial services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Kevin is also a board member of the Oak Hills Alumni & Education Foundation. Kevin also owns Next Generation Insurance Agency, Inc. and provides P&C sales services.

Firm Information

Kevin Moorman 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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Kevin Moorman’s Registration & Firm History

FL

01/03/2020 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

OH

07/08/1993 - 12/31/2019

NATIONWIDE SECURITIES, LLC (West Chester OH)

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Licenses & Designations

IA

Issued 10/04/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Lee Moorman.
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