Our founder, Jack Walsh recognized major weaknesses in the financial planning industries distribution systems and he dedicated his new company to creating a solution. That desire to see challenges as opportunities remains at the heart of Money Concepts as an Independent Broker-Dealer and Business Partner to their financial advisors since 1979
From solo producers to large producer groups, we focus on the unique need of true financial advisor independence. This focus allows us to be proactive, innovative and relationship centered. For this reason and many more... over 40% of our advisors have placed their trust in Money Concepts as their last broker-dealer for 20+ years. Only true broker value could sustain such a high advisor retention.
Our open environment thrives by providing a turn-key wealth management business platform while allowing advisors independence and flexibility in how they choose to run
THEIR financial planning business. You own your financial practice by contract! We're the independent broker-dealer that puts this in writing.
Our brokerage programs include:
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Disclosure