Independent Broker Dealer Money Concepts to Host Spring Council of Presidents Workshop in Hartford, CT March 17-18

Share Article

Money Concepts independent financial advisors attend 2 day workshop focusing on Business Development, Compliance and Technology training

News Image
Our financial professionals embrace continuing education to better serve their clients. Allen Porter, VP of Marketing

Wealth Management and Financial Planning firm Money Concepts will be hosting a day workshop for their independent financial advisors March 17-18 in Hartford, CT. Advisors will participate in Practice Management, Compliance and Technology training during the workshop.

Money Concepts host over 20 education and training meetings throughout the years. "Our financial professionals embrace continuing their education to better serve their clients" states VP of Marketing Allen Porter.

About Money Concepts®:
Money Concepts Capital Corp. is a privately owned independent broker-dealer and dually registered as a Registered Investment Advisor based in Palm Beach Gardens, FL. Money Concepts® was established in 1979, and its parent company, Money Concepts International, Inc., has a network of approximately 700 financial professional’s centers nationwide.

In addition to serving independent advisors, Money Concepts® provides turn-key wealth management services for community based financial institutions and tax professionals. Money Concepts® advisors provide holistic planning and offer a full array of non-proprietary products and services including advisory and alternative investment services.

All Securities Offered Through Money Concepts Capital Corp. | Member FINRA/SIPC
Money Concepts Advisory Service is a Registered Investment Advisor with the SEC
All Non Securities and Non Advisory Products through Money Concepts International, Inc., 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

For more information, visit and follow us on Facebook, LinkedIn and Twitter.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Allen Porter
Money Concepts
561-847-2113 Ext: 2113
Email >

Mario Monteiro
Money Concepts
561-472-2000 2004
Email >
Follow us on
Visit website