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Lance Matthew Morrison

Money Concepts Capital Corp.

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About Lance Matthew Morrison

Lance Morrison is an investment advisor representative and holds both state and federal licenses. Lance has been in the financial services industry for over 12 years. Currently, Lance Morrison is registered with Money Concepts Capital Corp. Lance is also licensed in 15 states, including Florida, California, and Massachusetts. Lance has previously held roles at John Hancock and John Hancock Distributors LLC. Lance specializes in a wide range of services, including financial planning, portfolio management for individuals and businesses.

Firm Information

Lance Morrison 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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Lance Morrison’s Registration & Firm History

FL

08/22/2023 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

MA

07/27/2011 - 04/28/2015

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

NH

06/13/2011 - 07/15/2011

MONEY CONCEPTS CAPITAL CORP (AMHERST NH)

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Licenses & Designations

IA

Issued 03/10/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/11/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lance Matthew Morrison. Review regulatory record here.
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