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William Brewster Evans

Money Concepts Capital Corp.

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About William Brewster Evans

William Brewster Evans is a financial professional with over 27 years of experience in the industry. William Evans is currently registered with Money Concepts Capital Corp. and has previously worked at Scott & Stringfellow, Inc. and Dean Witter Reynolds Inc. William Evans holds multiple licenses and certifications, including Series 7, 31, 63, 66, and SIE. William Evans specializes in providing financial planning, portfolio management for individuals and businesses.

Firm Information

William Evans 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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William Evans’s Registration & Firm History

FL

05/30/2023 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

VA

06/28/1996 - 02/03/1997

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

NY

09/20/1995 - 06/06/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/30/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/05/2023

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 09/19/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Brewster Evans.
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