Ella Lampkin Weymon
Investment adviser representative at Money Concepts Advisory Service
44 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
44 years in the industry.
- IntuitJan 2023 to now
- Money Concepts Capital CorpFeb 2011 to now
- Money ConceptsJun 2008 to now
- Assurant Health, Time Insurance, Inc.Sep 2004 to now
- Grothenhuis Insurance, Blue Cross Blue ShieldSep 2004 to now
- Acct-now/weymon & Associates, Inc.Jul 1982 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2514397
- Firm CRD
- 12963