Company Information

Get to know Money Concepts International

Founded in 1979, Money Concepts International, Inc. is an independent broker-dealer and registered investment advisor firm headquartered in Florida. The company's core mission is to support independent financial advisors by providing them with the tools, technology, products, and back-office support needed to offer holistic financial planning and wealth management services to their clients. Their model emphasizes a "Financial Planning First" approach, allowing advisors to operate their own businesses under the Money Concepts brand and regulatory umbrella.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Money Concepts International

United States

Founded in

01 Jan 1979 (47 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.