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Michelle R Luce

Money Concepts Capital Corp.

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About Michelle R Luce

Michelle R Luce is a registered representative with Money Concepts Capital Corp. Michelle has been in the industry for over 13 years. Michelle is also licensed as an Investment Advisor Representative in Washington. Michelle specializes in providing financial planning, portfolio management for businesses and individuals, and general consulting services. She has worked with a variety of clients including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Previously, Michelle was a registered representative with LPL FINANCIAL LLC in Ocean Park, Washington and CUNA BROKERAGE SERVICES, INC in Aberdeen, Washington.

Firm Information

Michelle Luce 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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Michelle Luce’s Registration & Firm History

WA

11/30/2023 - Present

Money Concepts Capital Corp. (Ocean Park WA)

WA

05/18/2022 - 12/08/2023

LPL FINANCIAL LLC (Ocean Park WA)

WA

01/06/2010 - 05/18/2022

CUNA BROKERAGE SERVICES, INC. (ABERDEEN WA)

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Licenses & Designations

BOTH

Issued 12/14/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle R Luce.
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