Katherine
Reppert
Money Concepts Capital Corp
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About this Advisor
Katherine Reppert is a financial advisor operating in Palm Beach Gardens, Florida with a total of 1 year of relevant experience. Reppert is an advisor for Money Concepts Capital Corp. Their career trajectory has included roles at Money Concepts Capital Corp and Greenchem Industries LLC. Reppert holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Florida. Money Concepts Capital Corp is a financial advisory business operating out of Palm Beach Gardens, FL. The firm has offices in 24 locations and a total of 429 advisors. It handles $3 billion in total assets across its 14,957 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 41 charitable organizations. Of its 14,957 accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. The firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management usually depend on the services. However, fee types billed by Money Concepts Capital Corp can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Money Concepts Capital Corp Brokerage Details
$2,644,047,829
429
14,957
$176,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Katherine Reppert Work History
Katherine has been registered as a financial advisor for 1 years.*
Money Concepts Capital Corp
Greenchem Industries LLC
*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 Katherine Reppert 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 Money Concepts Advisory Service
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Loveland, CO
Saint Peters, MO
Palm Beach Gardens, FL
Owensboro, KY
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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