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Lisa M Stanford

Money Concepts Capital Corp.

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About Lisa M Stanford

Lisa Stanford is a registered representative of Money Concepts Capital Corp., a financial services firm with over 400 licensed agents and over 14,000 client accounts. Lisa holds the Series 7, Series 66, and Series 99TO licenses. She also holds the General Securities Principal Examination (Series 24). Lisa has been in the financial services industry since 2008. She is licensed in New York and is active in the Boonville Area Chamber of Commerce. Money Concepts Capital Corp. offers a variety of services, including financial planning, portfolio management for individuals and businesses, and general consulting services. Lisa is dedicated to helping her clients achieve their financial goals.

Firm Information

Lisa Stanford 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 Stanford’s Registration & Firm History

FL

04/08/2021 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

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Licenses & Designations

BOTH

Issued 11/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lisa M Stanford. Review regulatory record here.
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