Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Duvall is an investment advisor representative who has been in the industry since 1999. Gary is currently registered with Money Concepts Capital Corp. in Palm Beach Gardens, FL and also has a registration in Oregon. Before joining Money Concepts Capital Corp., Gary worked with Cetera Investment Services LLC, CUSO Financial Services, L.P., CUNA Brokerage Services, Inc., and U.S. Bancorp Investments, Inc. Gary is a licensed investment advisor representative in several states and has passed the Series 6, 7, 63, and 66 examinations. In addition to his work as an investment advisor, Gary is involved in the community through the City of Medford Police Advisory Committee and the BNI Rogue Valley Professionals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
02/15/2019 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
OR
01/11/2019 - 01/30/2019
CETERA INVESTMENT SERVICES LLC (MEDFORD OR)
OR
01/03/2005 - 01/14/2019
CUSO FINANCIAL SERVICES, L.P. (MEDFORD OR)
IA
05/18/2000 - 01/06/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
02/09/1998 - 12/04/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BOTH
Issued 04/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Duvall is the right advisor for you? Invested Better is here to help.
