Gregory Henry Marchand
Investment adviser representative at Money Concepts Advisory Service
35 yearsExperience
2 statesRegistered in
ChFC®Designation
$4.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Money Concepts Capital CorpJun 2024 to now
- Money Concepts InternationalMay 2024 to now
- Marchand FinanceJan 1991 to now
- Kestra Advisory Services, LLCMar 2018 to May 2024
- Kestra Investment Services, LLCMar 2018 to May 2024
- The O.N. Equity Sales CompanyDec 2011 to Mar 2018
- Ohio National Financial ServicesApr 2008 to Feb 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1923915
- Firm CRD
- 12963