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Gregory Robert Lochard

Money Concepts Capital Corp.

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About Gregory Robert Lochard

Gregory Lochard is a financial advisor with Money Concepts Capital Corp. Gregory has been in the financial services industry since 2004 and is registered in Ohio. Gregory's previous employment includes Nationwide Securities, LLC and American Family Securities, LLC. Gregory has Series 6 and Series 63 securities licenses as well as the SIE. The firm provides a range of financial services including portfolio management for individuals and businesses, and financial planning. Money Concepts Capital Corp. has offices in Palm Beach Gardens, FL and Cincinnati, OH.

Firm Information

Gregory Lochard is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Gregory Lochard’s Registration & Firm History

FL

01/03/2020 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

OH

09/28/2005 - 12/31/2019

NATIONWIDE SECURITIES, LLC (CINCINNATI OH)

WI

08/25/2004 - 09/23/2005

AMERICAN FAMILY SECURITIES, LLC (MADISON WI)

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Licenses & Designations

BC

Issued 09/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Robert Lochard.
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