Gregory Moerchen (CRD# 2449896) is an Investment Advisor Representative working at Qbox Fiduciary Solutions, LLC in Fort Wayne, IN and has over 30 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Qbox Fiduciary Solutions, LLC | Fort Wayne, IN | Apr 2013 - Current | 11 |
| Horizon Capital Ventures, LLC | Fort Wayne, IN | Nov 2016 - Apr 2017 | < 1 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Sep 2015 - Apr 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- IN
- TX
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Total Assets Under Management367MILLIONS
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Total Number of Accounts362ACCOUNTS
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Average Account Value$1,012,588
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, GA, IL, IN, MA, NM, NV, NY, OH, TX, UT
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