Gina Marie Theodore
Investment adviser representative at Money Concepts Advisory Service
10 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 yearsFirm in business
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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
10 years in the industry.
- Money Concepts Capital CorpJun 2026 to now
- Bookkeeping/accountingJun 2021 to now
- R. H. Gibbons Diesel Repair, LLCJun 2021 to now
- Northeast Medical Exchange LLCJan 2026 to Jan 2026
- Prime SubaruMar 2022 to Sep 2022
- The Friendly ToastJun 2020 to Jan 2026
- The Friendly ToastOct 2017 to Mar 2020
- Acton Toyota of LittletonMar 2017 to Oct 2017
- Anthony's Coal Fired PizzaJul 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 8233752
- Firm CRD
- 12963