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EB
CFP
EB
CFP

Edward Brown

G. A. Repple & Company
34 Years of Experience
Tampa, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Edward Brown is a CFP-designated registered investment advisor at G. A. Repple & Company, based in Tampa, FL, with 34 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 3,207 clients with $720M in assets under management.

G. A. Repple & Company
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,207 clients
Average Client Portfolio
$223K average
Assets Under Management
$716.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$75
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees vary by program, ranging from 0.25% to 2.75% maximum depending on the specific advisory program and account type selected. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Tampa, FL

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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.
Regulatory
July 1986
Final
View Full SEC ReportHow to Read Disclosures
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 · 10 yrs 1 mo
G. A. Repple & CompanyBroker
September 2016 - Present · 10 yrs 1 mo
G. A. Repple & Company
September 2016 - Present · 10 yrs 1 mo
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.
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