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Lanis Webb

G. A. Repple & Company
26 Years of Experience
Laguna Niguel, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Lanis Webb is a registered investment advisor at G. A. Repple & Company, based in Laguna Niguel, CA, with 26 years of industry experience. Lanis 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

Laguna Niguel, CA

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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 ActivitiesSells Insurance

Lanis is an independent fixed insurance sales agent, selling fixed insurance products with various insurance companies since 2009. This non-investment related activity takes about a quarter of his time, mostly during trading hours.

Employment History
Current Registrations
G. A. Repple & CompanyBroker
May 2012 - Present · 14 yrs 5 mos
G. A. Repple & Company
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
June 2011 - August 2012 · 1 yr 2 mos
Cambridge Investment Research, INC.Broker
June 2011 - June 2012 · 1 yr
Strongtower Financial, INC.Broker
May 2009 - September 2011 · 2 yrs 4 mos
Strongtower Financial, INC.
May 2009 - September 2011 · 2 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley
October 2000 - April 2007 · 6 yrs 6 mos
Morgan Stanley Dw INC.Broker
June 2000 - April 2007 · 6 yrs 10 mos
State Registrations19 states
ALAZCACTFLGAIAIDINNENJNVOHORPASCTXUTWA
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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