DB
DB

David J Brunswick

32 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
3,487 clients
Average Client Portfolio
$176K average
Assets Under Management
$614.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

335 S. White Street, Suite E, Wake Forest, NC, 27587

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History

Regulatory History (1)
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Customer Dispute
September 2016
Denied
Other Business ActivitiesSells Insurance

David is an insurance agent selling life, long-term care (LTC), and fixed insurance products since 2013, dedicating a few hours per week to this activity. He also provides financial planning services, spending nearly full-time hours on this investment-related activity.

Employment History
Current Registrations
G. A. Repple & Company
September 2013 - Present · 12 yrs 5 mos
G. A. Repple & CompanyBroker
September 2013 - Present · 12 yrs 5 mos
Previous Registrations
Allstate Financial Advisors, LLC
November 2011 - September 2013 · 1 yr 10 mos
Allstate Financial Services, LLCBroker
December 2010 - September 2013 · 2 yrs 9 mos
G. A. Repple & Company
August 2007 - December 2010 · 3 yrs 4 mos
G. A. Repple & CompanyBroker
November 2002 - December 2010 · 8 yrs 1 mo
Oneamerica Securities, INC.Broker
June 1998 - November 2002 · 4 yrs 5 mos
American United Life Insurance CompanyBroker
June 1998 - December 2001 · 3 yrs 6 mos
Bma Financial Services, INC.Broker
September 1993 - April 1998 · 4 yrs 7 mos
State Registrations30 states
ALARCACOCTDCFLGAINKYMAMDMEMSNCNHNJNMNYOHOKORPARISCTNTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.