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Lisa M Stanford

MONEY CONCEPTS CAPITAL CORP·PALM BEACH GARDENS, Florida
Unclaimed Profile
11440 NORTH JOG ROAD, PALM BEACH GARDENS, FL 33418-3764CRD# 5427403Firm CRD# 12963
01

About

Lisa M Stanford is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with MONEY CONCEPTS CAPITAL CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONEY CONCEPTS CAPITAL CORP
MONEY CONCEPTS ADVISORY SERVICE
AUM
$2.9B
Regulatory assets under management
Employees
407
Total firm employees
View all advisors at MONEY CONCEPTS CAPITAL CORP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEE
Regulatory
SEC/IARD CRD# 5427403
Firm CRD# 12963
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa M Stanford offer?
Lisa M Stanford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Lisa M Stanford's credentials?
Lisa M Stanford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa M Stanford located?
Lisa M Stanford is based in PALM BEACH GARDENS, Florida, working with MONEY CONCEPTS CAPITAL CORP. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Lisa M Stanford charge for services?
Lisa M Stanford's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONEY CONCEPTS CAPITAL CORP?
MONEY CONCEPTS CAPITAL CORP has approximately 407 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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