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Gary Duvall

Money Concepts Advisory Service
27 Years of Experience
Medford, OR
1 DisclosureBroker
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Gary Duvall is a registered investment advisor at Money Concepts Advisory Service, based in Medford, OR, with 27 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Money Concepts Advisory Service
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Medford, OR

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gary is a consultant for the City of Medford Police Advisory Committee and a member of BNI Rogue Valley Professionals. He also dedicates about half his time to Epic Journey Financial LLC and spends minimal time on consumable product sales for Amway.

Employment History
Current Registrations
Money Concepts Advisory Service
February 2019 - Present · 7 yrs 8 mos
Money Concepts Capital CORPBroker
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2019 - January 2019 · 0 mos
Cetera Investment Services LLCBroker
January 2019 - January 2019 · 0 mos
Cuso Financial Services, L.P.
April 2006 - January 2019 · 12 yrs 9 mos
Cuso Financial Services, L.P.Broker
January 2005 - January 2019 · 14 yrs
CUNA Brokerage Services, INC.Broker
May 2000 - January 2005 · 4 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
February 1998 - December 1998 · 10 mos
State Registrations10 states
AZCAIDMOMSMTNVORTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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