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William Lee Rapp

Money Concepts Capital Corp.

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About William Lee Rapp

William Rapp is a financial advisor with over 30 years of experience in the industry. He is currently registered with Money Concepts Capital Corp., and has been with them since 2018. William has worked with a variety of firms, including Signator Investors, Inc. and Sentra Securities Corporation, over the course of his career.

Firm Information

William Rapp 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 Rapp’s Registration & Firm History

FL

09/07/2022 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

MO

12/28/2015 - 03/26/2018

SIGNATOR INVESTORS, INC. (COLUMBIA MO)

MO

12/07/2000 - 12/28/2015

SIGNATOR FINANCIAL SERVICES, INC. (COLUMBIA MO)

AZ

07/30/1998 - 12/31/2000

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

MO

09/25/1997 - 07/27/1998

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

FL

07/01/1992 - 09/16/1997

INTERSECURITIES, INC. (ST. PETERSBURG FL)

PA

02/07/1992 - 06/08/1992

PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)

NA

06/29/1988 - 01/31/1992

MONARCH SECURITIES, INC.

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Licenses & Designations

IA

Issued 09/03/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Lee Rapp. Review regulatory record here.
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