AdvisorOS Directory
Claim Profile
Unclaimed Profile
WP

William Allen Porter

MONEY CONCEPTS CAPITAL CORP·PALM BEACH GARDENS, Florida
SIE, Series 6, Series 7, Series 14, Series 24, Series 63Clean recordMONEY CONCEPTS CAPITAL CORP
11440 JOG ROAD, PALM BEACH GARDENS, FL 33418CRD# 2714412Firm CRD# 12963

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Allen Porter · PALM BEACH GARDENS, FL
Registration
CRD #2714412 · MONEY CONCEPTS CAPITAL CORP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 14
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MONEY CONCEPTS CAPITAL CORP
CRD 12963 · SEC 801-39736
AUM
$2.9B
Regulatory assets under management
Employees
407
14,363 client accounts
Services offered by MONEY CONCEPTS CAPITAL CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MONEY CONCEPTS CAPITAL CORP →
Introduction

Speak with William Allen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William Allen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALM BEACH GARDENS?

Browse all registered financial advisors in PALM BEACH GARDENS, Florida or claim this profile if it's yours.

Browse PALM BEACH GARDENS AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does William Allen Porter offer?
William Allen Porter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are William Allen Porter's credentials?
William Allen Porter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Allen Porter located?
William Allen Porter 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 William Allen Porter charge for services?
William Allen Porter'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MONEY CONCEPTS CAPITAL CORP

Amanda J Therrien
PALM BEACH GARDENS, FL
Kenny Ray Parker
PALM BEACH GARDENS, FL
Barry Lyle Dayley
PALM BEACH GARDENS, FL
CFP
Cheryl Morris Barnett
PALM BEACH GARDENS, FL
Lisa M Stanford
PALM BEACH GARDENS, FL
Liza Maria Perlow
PALM BEACH GARDENS, FL

More Advisors in PALM BEACH GARDENS, Florida

Enoch Carter Morris
ATTICUS WEALTH MANAGEMENT, LLC·PALM BEACH GARDENS, FL
Peter Francis Mawn
DAKOTA WEALTH, LLC·PALM BEACH GARDENS, FL
Gary Berlin Caplinger
CAPLINGER GARY BERLIN·PALM BEACH GARDENS, FL
Anna Chechersky Arena
LEGEND ADVISORY, LLC·PALM BEACH GARDENS, FL
Brenda Lourene Hood
DAKOTA WEALTH, LLC·PALM BEACH GARDENS, FL
Miralda Gingrich
LEGEND ADVISORY, LLC·PALM BEACH GARDENS, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)ORLANDO (97)JACKSONVILLE (95)FORT LAUDERDALE (95)ST. PETERSBURG (57)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile