Stephen Speirs
Stephen Speirs is a registered investment advisor at G. A. Repple & Company, based in Casselberry, FL, with 43 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
101 Normandy Road, Suite 101, Casselberry, FL, 32707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is involved in two outside business activities. He dedicates nearly full-time hours to Stephen Speirs Financial Planning, offering securities and fixed/variable insurance. He also spends minimal time per month as a pastor, officiating weddings.
Employment History
Current Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
G. A. Repple & Company
Previous Registrations
High Mark Securities, INC.Broker
Questar Capital CorporationBroker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Prudential-Bache Securities INC.Broker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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.