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Tally Drew Lykins

Money Concepts Capital Corp.

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About Tally Drew Lykins

Tally Drew Lykins is a financial advisor with over 28 years of experience. Tally has been registered with Money Concepts Capital Corp. since April 2023. Previously, Tally worked at Grove Point Investments, LLC, and Woodbury Financial Services, Inc. Tally holds the Series 6 and Series 63 licenses and the SIE exam. Tally specializes in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Tally also has a legal background and provides pro bono legal services.

Firm Information

Tally Lykins 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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Tally Lykins’s Registration & Firm History

IN

04/26/2023 - Present

Money Concepts Capital Corp. (Columbus IN)

IN

09/10/2010 - 07/25/2022

GROVE POINT INVESTMENTS, LLC (COLUMBUS IN)

IN

07/09/2003 - 08/31/2010

WOODBURY FINANCIAL SERVICES, INC. (COLUMBUS IN)

NY

01/21/1994 - 07/16/2003

AXA ADVISORS, LLC (NEW YORK NY)

NY

01/21/1994 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Tally Drew Lykins. Review regulatory record here.
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