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Philip Joseph Proulx

Money Concepts Capital Corp.

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About Philip Joseph Proulx

Philip Joseph Proulx is an investment advisor representative who has been in the financial industry since 2011. Philip is currently registered with Money Concepts Capital Corp. in North Chelmsford, Massachusetts. Philip has a Series 6, 7, 63 and 65 licenses. Philip specializes in providing financial planning and portfolio management services to individuals, businesses and corporations. Philip is also an owner of Proulx Family Financial, a tax preparation and bookkeeping firm.

Firm Information

Philip Proulx 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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Philip Proulx’s Registration & Firm History

MA

02/19/2014 - Present

Money Concepts Capital Corp. (North Chelmsford MA)

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Licenses & Designations

IA

Issued 01/31/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/11/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Joseph Proulx.
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