Jeffrey
Beebe
G. A. Repple & Company
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About this Advisor
Jeffrey Beebe is a certified financial planner who works out of Traverse City, Michigan with 8 years of industry experience. Beebe currently works for G. A. Repple & Company. Beebe has gained experience at Old Mission Windows and Prout Financial Design. Beebe maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, Florida, Indiana, Michigan and Ohio. G. A. Repple & Company is a firm operating out of Casselberry, FL. The company has offices in 22 locations and a total of 68 advisors. It has $548 million in total assets across its 4,238 client accounts, making it one of the bigger firms in the United States by assets under management. G. A. Repple & Company offers 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. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types charged by G. A. Repple & Company likely consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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G. A. Repple & Company Brokerage Details
$548,010,152
68
4,238
$129,309
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
Jeffrey Beebe Work History
Jeffrey has been registered as a financial advisor for 8 years.*
Old Mission Windows
Prout Financial Design
*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 Jeffrey Beebe 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
Casselberry, FL
Sarasota, FL
Casselberry, FL
Casselberry, FL
Casselberry, FL
Dayton, OH
Saint Petersburg, FL
Saint Petersburg, FL
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.
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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.
