Unclaimed
Kevin Turner is a financial advisor who has been active in the industry since 1997. Kevin is currently registered with Money Concepts Capital Corp. and has been associated with the firm since 2005. The advisor is registered in 15 states and the District of Columbia. Kevin specializes in Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
01/05/2005 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 10/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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