Disclosure
Securities and Investment Advice offered through G.A. Repple & Company, A Registered Broker/Dealer & Investment Advisor. Member FINRA / SIPC 101 Normandy Rd., Suite 101, Casselberry, FL 32707 (407) 339-9090
Financial planning encompasses many areas that are regulated in different ways by different agencies. The agencies and states with which we are registered require that, prior to your initial transaction with us, we furnish you with this explanation when you do business with us.
As independent financial planners, we are able to do business with those service providers that we believe will generate the best value to the consumer. We are able to maintain objectivity in our dealings with you by being able to offer you the widest possible range of available products and services. THE FOLLOWING FINANCIAL PLANNING SERVICES MAY BE OFFERED AT THIS LOCATION:
- Investment Advice:
G.A. Repple & Company, Registered Investment Advisor. 101 Normandy Rd, Suite 101, Casselberry, FL 32707, 407-339-9090. Regulated by the Securities & Exchange Commission and certain States. Investment Advisor Supervisor: Glenn Repple. Associated persons: Frank Reynolds, Les Wilkinson. - Investment Securities:
G.A. Repple & Company, Registered Broker/Dealer, Member FINRA & SIPC. 101 Normandy Rd, Suite 101, Casselberry, FL 32707, 407-339-9090. Regulated by FINRA, State of Florida Division of Securities and Other States. Registered Securities Principal, Home Office Supervisor: Glenn Repple. Office of Supervision: 101 Normandy Rd, Suite 101, Casselberry, FL 32707. Name of Supervisor: Philip Van Staden, Registered Principal. Branch Location: 435 S. Ridgewood Avenue, Suite 201, Daytona Beach, FL 32114. Name of Representatives: Frank Reynolds, Les Wilkinson. 386-248-2121. - Brokerage Clearing Services:
National Financial Services, LLC (Member NYSE/SIPC, A Fidelity Investments Company) 82 Devonshire St., L4D, Boston, MA 02109. - Insurance and Annuity Programs:
Frank Reynolds, Licensed Insurance Agent. 435 S. Ridgewood Avenue, Suite 201, Daytona Beach, FL 32114. 386-248-2121. Licensed and Regulated by State of Florida Department of Insurance. (This company is not registered as a securities dealer or investment advisor with any state or federal agency and therefore may not be subject to protections afforded by such registration. - Tax Preparation:
Frank Reynolds & Company. 435 S. Ridgewood Avenue, Suite 201, Daytona Beach, FL 32114. 386-248-2121. This company is an independent company providing tax advice, planning, and preparation services to the public. (This company is not registered as a securities dealer or investment advisor with any state or federal agency and therefore may not be subject to protections afforded by such registration.) - Trust Services:
We are not attorneys. We occasionally sub-contract to gather data and assist in the funding of trusts. We refer trust and estate planning to various local attorney.