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Rick David Schofield

Money Concepts Capital Corp.

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About Rick David Schofield

Rick Schofield is a financial advisor with Money Concepts Capital Corp. Rick has been in the industry since 1992. Rick holds the Series 63, Series 7 and SIE licenses. Rick is registered with FINRA and is also a registered investment advisor. Rick Schofield has been with Money Concepts Capital Corp. since 2005. Money Concepts Capital Corp. is a registered investment advisor. The firm provides a variety of services to individuals, corporations and charitable organizations. The firm has a total of 14,363 accounts with assets under management of $2,904,017,021.

Firm Information

Rick Schofield 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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Rick Schofield’s Registration & Firm History

FL

08/05/2019 - Present

Money Concepts Capital Corp. (Bradenton FL)

MN

01/31/1992 - 05/23/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/31/1992 - 05/23/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 02/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Rick David Schofield. Review regulatory record here.
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