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William J Hall

Money Concepts Capital Corp.

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About William J Hall

William J. Hall is a financial advisor with Money Concepts Capital Corp. William has been in the financial services industry since June 28, 2004. William J. Hall is licensed to offer securities in 18 states and is registered as an investment advisor in Massachusetts. William is also a Certified Public Accountant and has been in business since 1967. William offers a variety of financial services, including financial planning, portfolio management for businesses and individuals. In addition to serving clients through Money Concepts Capital Corp. William owns and operates several businesses including Quadrant Financial Services, LLC and E & W Hall Realty LLC.

Firm Information

William Hall 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 Hall’s Registration & Firm History

FL

06/29/2007 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

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Licenses & Designations

IA

Issued 06/25/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/25/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William J Hall.
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