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Lisa Dionne Ford

Money Concepts Capital Corp.

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About Lisa Dionne Ford

Lisa Dionne Ford is a financial advisor with Money Concepts Capital Corp. in Dallas, Texas. Lisa has been in the financial industry since 2008. Lisa is licensed in multiple states to provide investment advice and financial planning services to individuals, families, and businesses. Lisa is also an insurance agent for various insurance carriers. Lisa is a member of the Board of Directors for the US chapter IARFC. She is also the secretary for the Collin County Black Chamber of Commerce.

Firm Information

Lisa Ford 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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Lisa Ford’s Registration & Firm History

TX

01/15/2014 - Present

Money Concepts Capital Corp. (DALLAS TX)

TX

02/22/2012 - 12/31/2013

GREAT NATION INVESTMENT CORPORATION (AMARILLO TX)

TX

06/19/2009 - 02/09/2012

WADDELL & REED, INC. (DALLAS TX)

TX

11/30/2007 - 02/19/2009

PRINCOR FINANCIAL SERVICES CORPORATION (RICHARDSON TX)

TX

11/15/2007 - 01/03/2008

UNITED EQUITY SECURITIES, LLC (HUSTON TX)

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Licenses & Designations

BOTH

Issued 10/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Dionne Ford.
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