linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Manuel Alfonso Carvallo

Money Concepts Capital Corp.

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

About Manuel Alfonso Carvallo

Manuel Alfonso Carvallo is a registered representative with Money Concepts Capital Corp. Manuel has been in the industry since February 2009. Manuel holds both the Series 7 and Series 66 securities licenses. Manuel also holds the SIE exam for securities industry essentials. Manuel is licensed in Florida, Georgia, New York, Puerto Rico and Georgia. Manuel has experience providing financial planning and portfolio management services to individuals and businesses. In addition to Manuel's investment related roles, Manuel is also the CEO of Hispanic Wealth, LLC, where Manuel provides actuarial consulting, education and coaching. Manuel also is on the board of directors of Retire Friday, LLC.

Firm Information

Manuel Carvallo 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.

Manuel Carvallo’s Registration & Firm History

FL

09/22/2014 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

Not sure if Manuel Alfonso Carvallo is right for you?

Licenses & Designations

BOTH

Issued 07/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Manuel Alfonso Carvallo. Review regulatory record here.
Not sure if Manuel Alfonso Carvallo is right for you?