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Carter Edward Honeycutt

Investment adviser representative at Money Concepts Advisory Service
38 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

38 years in the industry.

  1. Money Concepts Capital CorpOct 2025 to now
  2. Osaic Wealth, Inc.Oct 2024 to Oct 2025
  3. American Portfolios Financial Services, Inc.Oct 2017 to Oct 2024
  4. Allstate Insurance CoSep 2016 to Oct 2017
  5. Kapco ReconditioningJun 2002 to Jun 2018
  6. U.S. Army National GuardJan 1988 to Dec 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (TN).

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
6134747
Firm CRD
12963
Advisor's SEC record (opens in a new tab)
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