Gregory
Marchand
Money Concepts Capital Corp
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About this Advisor
Gregory Marchand is a financial advisor based in Palm Beach Gardens, Florida, working with Money Concepts Capital Corp. Gregory has previously held positions at Marchand Finance, The O.N. Equity Sales Company, Ohio National Financial Services, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Money Concepts International. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Gregory is part of Money Concepts Capital Corp, which operates out of Palm Beach Gardens, Florida. The firm has 24 offices and 407 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Money Concepts Capital Corp includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Money Concepts Capital Corp Brokerage Details
$2,904,017,021
407
14,363
$202,187
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Gregory Marchand Work History
Money Concepts International
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Marchand Finance
The O.N. Equity Sales Company
Ohio National Financial Services
Disclosures
Please visit the SEC profile of Gregory Marchand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Money Concepts Advisory Service
Springfield, IL
Saint Peters, MO
Palm Beach Gardens, FL
Prineville, OR
Saint Peters, MO
Springfield, IL
Palm Beach Gardens, FL
Indianapolis, IN
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