James Warren
James Warren is a registered investment advisor at G. A. Repple & Company, based in St. Petersburg, FL, with 18 years of industry experience. James 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
9952 Gandy Blvd. North, St. Petersburg, FL, 33702
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
James is involved in several outside business activities, primarily as an independent representative or agent for various insurance companies, selling life insurance, health insurance, dental insurance, Medicare supplements, and final expense life insurance. He also works as an independent representative for Access Reverse Mortgage Corp, and is involved in network marketing and legal/identity theft plans.
Employment History
Current Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
Previous Registrations
PFS Investments INC.Broker
State Registrations1 state
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
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