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T. Williams

26 Years of Experience
Fresno, CA
Broker

T. Williams is a registered investment advisor at G. A. Repple & Company, based in Fresno, CA, with 26 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.

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Location

7120 N Whitney Ave, Suite 101, Fresno, CA, 93720

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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.

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Other Business Activities

T. is a self-employed Certified Public Accountant since 1974, dedicating full-time hours to this role. T. is also a self-employed realtor since 1999, spending minimal time on this activity.

Employment History
Current Registrations
G. A. Repple & Company
September 2012 - Present · 14 yrs
G. A. Repple & CompanyBroker
September 2012 - Present · 14 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
September 2011 - June 2012 · 9 mos
Cambridge Investment Research, INC.Broker
September 2011 - June 2012 · 9 mos
Strongtower Financial, INC.Broker
November 1999 - September 2011 · 11 yrs 10 mos
State Registrations8 states
ALCAINKYMTOHTXWA
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.
T. Williams - Financial Advisor | TrueAdvisor