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Money Concepts

Money Concepts Revenue

Financial ServicesFlag of USPalm Beach Gardens, Florida, United States501-1000 Employees

$

Money Concepts revenue & valuation

Annual revenue$68,800,000
Revenue per employee$112,000
Estimated valuation?$220,200,000
Total fundingNo funding

Key Contacts at Money Concepts

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Ruben Ruiz

Financial Advisor---Regional Director

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Benjamin Burgeson

Director Of Talent Acquisition

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Gilbert Mercado

Network Director

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Fraj Lazreg

Regional Director - Portfolio Manager

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Jay Fletcher

Director

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Russ Lytle

Regional Director

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Cindy Helman

Owner

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Thomas De Jong

Owner/Regional Director

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Jim Harris

Wealth Manager, President, Director ~ Se Independence Group Ga, Sc, Nc, Al

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Darlene Van Beek

Financial Advisor And Founder Of Van Beek Advisors

Company overview

Headquarters11440 North Jog Road, Palm Beach Gardens, FL 33418, US
Phone number+15614722000
Website
NAICS52
SIC621
Keywords
Financial Advisors, Independent Financial Planning, Tax Professionals, Community Banks And Credit Unions
Founded1979
Employees501-1000
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.

FormatExamplePercentage
{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

Entry
Vice President
Manager

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

Discover the technologies and tools that power Money Concepts's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

WP Rocket

WP Rocket

Caching

jQuery UI

jQuery UI

JavaScript libraries

Hello Elementor

Hello Elementor

WordPress themes

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Apache HTTP Server

Web servers

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Tag Manager

Google Tag Manager

Tag managers

Slider Revolution

Slider Revolution

Photo galleries

Frequently asked questions

Money Concepts is located in Palm Beach Gardens, Florida, US.
You can reach Money Concepts at +15614722000.
Money Concepts generates an estimated annual revenue of $68,785,101. This revenue figure reflects the company's market position and business performance in its industry.
Money Concepts has an estimated valuation of $220,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Money Concepts was founded in 1979, making it 47 years old. The company has established itself as a significant player in its industry over this time.
Money Concepts has approximately 501-1000 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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