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William Vernon Peterman

Money Concepts Capital Corp.

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About William Vernon Peterman

William Vernon Peterman is a financial advisor at Money Concepts Capital Corp. William has been in the industry since June 13, 2000. William is registered in 16 states and has a Certified Financial Planner designation. William is a Registered Representative and Investment Advisor Representative. William's firm is also registered as an Investment Advisor and provides a range of financial services to individuals, businesses, and organizations. William is located in Springfield, Illinois and may be contacted via phone, mail, or email.

Firm Information

William Peterman 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 Peterman’s Registration & Firm History

IL

12/19/2016 - Present

Money Concepts Capital Corp. (Springfield IL)

IL

01/31/2014 - 12/22/2016

LPL FINANCIAL LLC (SPRINGFIELD IL)

IL

06/13/2000 - 01/31/2014

MONEY CONCEPTS CAPITAL CORP (SPRINGFIELD IL)

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Licenses & Designations

BOTH

Issued 07/17/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Vernon Peterman. Review regulatory record here.
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