TM
TM

Timothy Moyer

28 Years of Experience
Casselberry, FL
Broker

Timothy Moyer is a registered investment advisor at G. A. Repple & Company, based in Casselberry, FL, with 28 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.

Loading...

Location

101 Normandy Rd, Casselberry, FL, 32707

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Timothy is a musician and a little league umpire, both home-based activities that started in 2017. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
G. A. Repple & Company
February 2020 - Present · 6 yrs 3 mos
G. A. Repple & CompanyBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Ifp Securities, LLCBroker
February 2019 - August 2019 · 6 mos
Independent Financial Partners
February 2018 - August 2019 · 1 yr 6 mos
LPL Financial LLCBroker
August 2017 - May 2019 · 1 yr 9 mos
New England SecuritiesBroker
April 2014 - January 2015 · 9 mos
Msi Financial Services, INC.Broker
September 2012 - December 2016 · 4 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2011 - January 2012 · 11 mos
Ruggie Wealth Management
December 2010 - August 2012 · 1 yr 8 mos
Jesup & Lamont Securities CORP.
December 2008 - March 2010 · 1 yr 3 mos
Jesup & Lamont Securities CORPBroker
April 2008 - March 2010 · 1 yr 11 mos
Jesup & Lamont Advisors
August 2006 - March 2010 · 3 yrs 7 mos
Empire Financial Group, INC.Broker
June 2006 - March 2009 · 2 yrs 9 mos
Wm Financial Services, INC.Broker
August 2004 - January 2006 · 1 yr 5 mos
Janney Montgomery Scott LLCBroker
October 2000 - August 2004 · 3 yrs 10 mos
The Concord Equity Group, LLCBroker
November 1999 - November 2000 · 1 yr
Southern Financial Group, INC.Broker
March 1996 - December 1999 · 3 yrs 9 mos
Olde Discount CorporationBroker
November 1994 - May 1996 · 1 yr 6 mos
State Registrations1 state
FL
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.
Timothy Moyer - Financial Advisor | TrueAdvisor