EB
CFP
EB
CFP

Edward Brown

34 Years of Experience
1 DisclosureBrokerSells Insurance

Edward Brown is a CFP-designated registered investment advisor at G. A. Repple & Company, based in Tampa, FL, with 34 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,487 clients
Average Client Portfolio
$176K average
Assets Under Management
$614.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$75

G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.

Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.

GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.

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Location

History

Regulatory History (1)
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Regulatory
July 1986
Final
Other Business ActivitiesSells Insurance

Edward is involved in fixed insurance sales and financial planning as an insurance agent and CFP since 1997. He dedicates a few hours per week to this activity, including time during trading hours.

Employment History
Current Registrations
G. A. Repple & Company
September 2016 - Present · 9 yrs 7 mos
G. A. Repple & CompanyBroker
September 2016 - Present · 9 yrs 7 mos
G. A. Repple & Company
September 2016 - Present · 9 yrs 7 mos
Previous Registrations
The Strategic Financial Alliance
January 2015 - October 2016 · 1 yr 9 mos
The Strategic Financial Alliance, INC.Broker
January 2015 - October 2016 · 1 yr 9 mos
G. A. Repple & Company
June 2011 - December 2014 · 3 yrs 6 mos
G. A. Repple & CompanyBroker
September 1997 - December 2014 · 17 yrs 3 mos
Wma Securities, INC.Broker
August 1995 - September 1997 · 2 yrs 1 mo
Princor Financial Services CorporationBroker
November 1993 - September 1995 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
February 1990 - December 1991 · 1 yr 10 mos
Ids Life Insurance CompanyBroker
February 1990 - December 1991 · 1 yr 10 mos
State Registrations3 states
COFLGA
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.