David Brunswick
David Brunswick is a registered investment advisor at G. A. Repple & Company, based in Wake Forest, NC, with 32 years of industry experience. David 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
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
Location
335 S. White Street, Suite E, Wake Forest, NC, 27587
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other 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
G. A. Repple & CompanyBroker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
G. A. Repple & Company
G. A. Repple & CompanyBroker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Bma Financial Services, INC.Broker
State Registrations30 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.
Exams
More Advisors
- Seth Asbill, CFPEdward Jones
- David Caballero, CFPLPL Financial LLC
- Blair Griffin, CFPEdward Jones
- Anthony Muttillo, CFPOsaic Wealth, INC.
- Sean Hilliard, CFPRivertree Wealth
- Zachary Nelson, CFPOsaic Wealth, INC.