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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Money Concepts Capital Corp. financial advisors in California

Every SEC-registered investment adviser representative at a Money Concepts Capital Corp. office in California, by city and A to Z.

The short answer

7 registered advisors work at Money Concepts Capital Corp. in California, out of 351 nationwide; it's the firm's number 7 state by advisors, and the most are in Brea (2). 1 list the CFP designation and 5 are also registered broker representatives.

Money Concepts Capital Corp. advisors by city in California

Every firm in California →

Brea 2Placentia 2Anaheim 1Capitola 1San Rafael 1

Money Concepts Capital Corp. advisors in California, A to Z

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Money Concepts Capital Corp. advisors in every state →Money Concepts Capital Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Money Concepts Capital Corp. in other states

Florida 215Kentucky 13Missouri 13Massachusetts 10Ohio 9Texas 9New York 7Connecticut 6Colorado 5Indiana 5Michigan 5Arkansas 4Arizona 3Georgia 3Illinois 3New Hampshire 3Oregon 3Tennessee 3West Virginia 3

Questions

How many Money Concepts Capital Corp. financial advisors are in California?

7 investment adviser representatives are registered at Money Concepts Capital Corp. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 351 at the firm nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Where in California does Money Concepts Capital Corp. have the most advisors?

Brea, with 2, then Placentia (2). Money Concepts Capital Corp. has advisors in 5 cities in California.

How do I check a Money Concepts Capital Corp. advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Money Concepts Capital Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.