Vandalia, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$3,997,497,384
ClientsTotal clients
16,807
AdvisorsAdvisors at this office
2
Of 395 advisors across 237 offices
Location
206 North Dixie Drive
Vandalia OH 45377
Advisors at this office
2
Advisors at this office
Constance W
PFS™, Series 63
Vandalia, OH
Money Concepts Capital Corp
Constance Woods is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. She holds the PFS™ and Series 63 designations and has been with Money Concepts Capital Corp since 2003. Woods is also a partner at Woods & Woods Associates, a firm she has been involved with since 1983. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.
John W
Series 63
Vandalia, OH
Money Concepts Capital Corp
John Woods is a Series 63-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 2003. He has 39 years of industry experience and also operates Woods & Woods Associates, a firm he has been involved with since 1983. Outside of advising, he serves as president of Woods & Woods Personal Leasing Inc., a payroll service company, and is engaged in accounting and tax work through Woods & Woods Associates, Ltd. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for around 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers.
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