Unclaimed
Timothy Russell Alford is a financial advisor registered with Money Concepts Capital Corp. in California. Alford has been in the financial services industry for over 15 years and has a background in both financial planning and wealth management. Alford specializes in working with individuals, families, and businesses. He is a Certified Financial Planner and holds a Series 65 license. He is also licensed to sell insurance. Alford works closely with clients to develop personalized financial plans and strategies. His current firm, Money Concepts Capital Corp, is a large firm with over 400 licensed agents.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
02/13/2025 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
Active
Inactive
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