Alfonso Cobb
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
41 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Money Concepts Capital CorpMay 2026 to now
- The American College of Financial ServicesNov 2024 to now
- California Lutheran UniversityOct 2024 to now
- Cobb Consulting Group, LLCSep 2021 to now
- J.P. Morgan Securities LLCJul 2024 to Apr 2026
- Kaplan, Inc.May 2022 to Jun 2024
- Southern New Hampshire UnvMay 2021 to May 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2021
- Fidelity Brokerage Services LLCAug 2007 to Jun 2021
- Fidelity InvestmentsAug 2007 to Jun 2021
- Strategic Advisers LLCAug 2007 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 1422336
- 12963