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Tally L
Series 63
Columbus, IN
Money Concepts Capital Corp
Tally Lykins is a financial advisor with Money Concepts Capital Corp in Columbus, IN, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Money Concepts in 2023, Lykins worked at Grove Point Investments, LLC for 12 years and has been involved with Jcd Investments, LLC since 1994. Outside of advising, Lykins consults on operations and financing for a family-owned grain elevator business and provides pro bono legal services. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment approaches, combining model portfolios, advisor-designed strategies, and third-party sub-advisers.
Joe D
ChFC®, Series 63, Series 65
Columbus, IN
Money Concepts Capital Corp
Joe Doggett is a financial advisor with Money Concepts Capital Corp in Columbus, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Grove Point Investments, LLC and JCD Investment Inc. Outside of advising, he serves as president of Joe C. Doggett & Company, Inc., a health insurance sales business. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. As an enterprise adviser firm with over 430 advisors, MCAS offers multiple managed programs using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.
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