Gary Michael Duvall

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → 01/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2000 → 01/2019
  Rogue Federal Credit Union
  Medford, OR
• 01/2019 → 01/2019
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2019 → 01/2019
  Cetera Investment Advisers Llc
  Medford, OR
• 02/2019 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL
• 12/2024 → Present
  Amway
  Medford, OR

Previous Registrations

• 2019-01-16 → 2019-01-30
  Cetera Investment Advisers Llc
  Medford, OR
• 2006-04-18 → 2019-01-14
  Cuso Financial Services, L.P.
  Eagle Point, OR
  Klamath Falls, OR
  Medford, OR
  Medford, OR
  Brookings, OR
  Grants Pass, OR
  Ashland, OR
  Medford, OR
  Medford, OR

Other Businesses

1. City of Medford Police Advisory Committee, 219 S Ivy St., Medford, OR 97501. City of Medford citizen committee , Consultant. Non-investment related, 1-10% time spent on activity during non-securities hrs. 2. Epic Journey Financial LLC, since 2/15/2023, Investment related, 60% time spent on activity during securities hrs. 3. BNI Rogue Valley Professionals. non-investment related. Start date 05/21/2024. Chapter member of referral group. Business referral networking group. 33 N Central Ave, Medford, OR 97501. non-investment related, 0-10% hours/month devoted hours. 4 total/Hrs per Month during securities trading hours. 4. Amway, since 12/13/2024, 1196 Kelly St, Medford OR 97501, Medford, OR 97501. Consumable Product Sales, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-17
• S63 Uniform Securities Agent State Law Examination
  1998-02-06

Other Names

• Gary Michael Duvall
• Gary Michael Richard