401K Concepts
- 1289 S Park Victoria Dr
- Milpitas, California
- 95035
- Phone: (408) 946-8378
- Fax: (561) 472-2094
- Website
Description
AS a Money Concepts Financial Advisor, you are an owner, entrepreneur and part of our family. Expect an efficient and effective Broker-Dealer Service that frees you to reach your goals your way without compromise. Acting more as your Partner as well as your Broker-Dealer, we are responsive to you by providing a unique service and meeting the competitive wealth management market head on with innovative strategies to grow YOUR Financial Wealth Management Practice.
Compensating Sponsors - MCC receives compensation over and above published commission schedules, advisory fees and concessions as described in a prospectus from certain Product Sponsors. This compensation may be paid for services we provide to the Product Sponsor or they may be paid to MCC in order to provide sales and marketing support. This "Additional Compensation" may be received as a flat dollar amount or an amount based on sales or total dollar amount of investors' assets.
Banks and Credits Unions alike use Money Concepts to provide financial services to their customers and members. Learn how we provide everything you need to get started immediately.
Founded in 1979, Money Concepts originated to provide financial professionals with a client centric “holistic approach” to wealth management by providing thousands of nonproprietary independent financial products and services. Free to focus on what’s best for the Client, the Client’s success has translated into the success of our representatives and ultimately the excellent and sustained growth of our company.
Whether you are seeking to explore adding financial services to your business or have experience and an existing book of business within your practice, Money Concepts Tax Professional Platform can effectively serve you.
Fact sheet
Company contacts
- Jack Walsh
- CEO
Products & services
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