linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Ross Woodall

Money Concepts Capital Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Ross Woodall

Kevin Woodall is a financial advisor at Money Concepts Capital Corp. in PALM BEACH GARDENS, FL. Kevin has over 17 years of experience in the financial services industry. Kevin is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in 16 states. Kevin has obtained the Series 6, Series 7, Series 63, and Series 65 licenses. In addition to his financial services background, Kevin also has experience in consulting services.

Firm Information

Kevin Woodall 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Woodall’s Registration & Firm History

FL

02/05/2008 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

KY

06/02/2006 - 01/17/2007

PRUCO SECURITIES, LLC. (LOUISVILLE KY)

Not sure if Kevin Ross Woodall is right for you?

Licenses & Designations

IA

Issued 02/04/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2010

Series 7 - General Securities Representative Examination

BC

Issued 06/01/2006

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 Ross Woodall.
Not sure if Kevin Ross Woodall is right for you?