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Shea Lynne Kavanagh

Money Concepts Capital Corp.

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About Shea Lynne Kavanagh

Shea Lynne Kavanagh is an investment advisor representative associated with Money Concepts Capital Corp.. Shea Lynne Kavanagh has been in the securities industry for more than 6 years. Shea Lynne Kavanagh has a Series 66 and a Series 7TO license. Shea Lynne Kavanagh also has a Securities Industry Essentials Examination (SIE) license. Shea Lynne Kavanagh's licenses are active in multiple states, including California, Florida, Massachusetts, New Jersey, New York, and Pennsylvania. Shea Lynne Kavanagh offers financial planning services to high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Shea Lynne Kavanagh has also reported that they are engaged in business activities outside of securities that are not investment related, specifically with Edwards Financial Group, LLC.

Firm Information

Shea Kavanagh 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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Shea Kavanagh’s Registration & Firm History

FL

07/08/2021 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

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Licenses & Designations

BOTH

Issued 07/07/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shea Lynne Kavanagh.
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