Charles Thomas
Alvey

G. A. Repple & Company

CRD#6764486
Investment Advisor
in Casselberry, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Charles Thomas Alvey is a certified financial planner who works out of Casselberry, Florida who has 6 years of relevant experience. Alvey is on the advisory team at G. A. Repple & Company. Their career trajectory has included roles at Bullitt County Public Schools, Townepark, 21C Hotels and G.A. Repple & Co. Alvey has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Alabama, Arizona, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Michigan, North Carolina, Ohio, Oklahoma, South Dakota, Texas, Vermont, Virginia and Washington. G. A. Repple & Company is a financial advisory firm that has its headquarters in Casselberry, FL. The firm has offices in 22 locations and a total of 68 people on staff. It handles $548 million in assets under management among its 4,238 customer accounts, placing it among the larger firms in the United States by assets under management. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services largely are based on which services the firm provides the client. However, fee types billed by G. A. Repple & Company most likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

101 Normandy Rd
Casselberry, FL 32707

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

G. A. Repple & Company Brokerage Details

Total Assets Under Management

$548,010,152

FL Average: $1,855,561,029
Total Number of Employees

68

FL Average: 62
Total Number of Accounts

4,238

FL Average: 2,474
Average Account Size

$129,309

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Charles Thomas Alvey Work History

Charles Thomas has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

G.A. Repple & Co

2015 - 2016 (1 year)

21C Hotels

2009 - 2017 (8 years)

Townepark

2006 - 2017 (11 years)

Bullitt County Public Schools

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Thomas Alvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at G. A. Repple & Company

Jason Mac Dowall
Sarasota, FL
Allen Keller
Casselberry, FL
Linden Gould
Casselberry, FL
Timothy Moyer
Casselberry, FL
Brent Jackson
Dayton, OH
Steven Prawl
Saint Petersburg, FL
Lanis Webb
Casselberry, FL
Jeffrey Edgar
Kingsley, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started