Money Concepts Revenue
Financial Services • 
Palm Beach Gardens, Florida, United States • 501-1000 Employees
Money Concepts revenue & valuation
| Annual revenue | $68,800,000 |
| Revenue per employee | $112,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $220,200,000 |
| Total funding | No funding |
Key Contacts at Money Concepts
Ruben Ruiz
Financial Advisor---Regional Director
Benjamin Burgeson
Director Of Talent Acquisition
Gilbert Mercado
Network Director
Fraj Lazreg
Regional Director - Portfolio Manager
Jay Fletcher
Director
Russ Lytle
Regional Director
Cindy Helman
Owner
Thomas De Jong
Owner/Regional Director
Jim Harris
Wealth Manager, President, Director ~ Se Independence Group Ga, Sc, Nc, Al
Darlene Van Beek
Financial Advisor And Founder Of Van Beek Advisors
Company overview
| Headquarters | 11440 North Jog Road, Palm Beach Gardens, FL 33418, US |
| Phone number | +15614722000 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Financial Advisors, Independent Financial Planning, Tax Professionals, Community Banks And Credit Unions |
| Founded | 1979 |
| Employees | 501-1000 |
| Socials |
Money Concepts Email Formats
Money Concepts uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@moneyconcepts.com), used 84.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@moneyconcepts.com | 84.3% |
{last name}{last name} | doedoe@moneyconcepts.com | 8.8% |
{second initial}{last name} | odoe@moneyconcepts.com | 2.9% |
{first name}{last name} | johndoe@moneyconcepts.com | 2.9% |
About Money Concepts
Money Concepts is an independent broker-dealer founded on the principle of true ownership. Since 1979 we’ve formed a network of wealth management franchises (no franchise fee) for advisor, tax pro or financial institution. Independently owned franchises allow advisors to apply "Best Practices" to build their business their way. Privately held we are not influenced by product providers. Advisors choose non-proprietary products on a fee and commission basis without quotas or hidden fees. Focused only on advisors, we serve as their business partner. Visit www.moneyconcepts.com Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or LinkedIn, Inc. services. Money Concepts does not expressly or implicitly adopt or endorse expressions, opinions or content posted by fans or third-parties on LinkedIn pages. Money Concepts does not adopt or endorse products, services, advertisements, recommendations or statements and does not control, serve, adopt or endorse advertising, messages or content LinkedIn may publish or that may appear on LinkedIn or LinkedIn-affiliated sites. No part of this page is intended to make recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only. Non-Money Concepts URLs or external websites mentioned herein are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content of any unaffiliated site and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA /SIPC ©2014 Money Concepts
Employees by Management Level
Total employees: 501-1000
Seniority
Employees
Employees by Department
Money Concepts has 225 employees across 13 departments.
Departments
Number of employees
Funding Data
Money Concepts has never raised funding before.
Money Concepts Tech Stack
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Frequently asked questions
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