John Daniels, financial advisor Casselberry FL
93 score

John Daniels

CRD Number: 5378216
Current Firm: G. A. Repple & Company

John Daniels (CRD# 5378216) is an Investment Advisor Representative working at G. A. Repple & Company in Casselberry, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
G.a. Repple Casselberry, FL May 2016 - Current < 1
Unemployed Lake Mary, FL Jan 2016 - Apr 2016 < 1
Suntrust Investment Services, Inc. Atlanta, GA Sep 2015 - Jan 2016 < 1
Suntrust Bank Port Orange, FL Aug 2015 - Jan 2016 < 1
Wells Fargo Bank Na Orange City, FL Aug 2012 - Aug 2015 3
Wells Fargo Bank Na Orange City, FL Aug 2012 - Aug 2015 3
Fifth Third Securities Orlando, FL Apr 2010 - Aug 2012 2
Kaplan University Orlando, FL Aug 2009 - Apr 2010 < 1
People Mark Maitland, FL May 2009 - Aug 2009 < 1
Ubs Financial Services Inc. Orlando, FL Jan 2008 - Apr 2009 1
Ameriprise Financial Services,inc. Orlando, FL Sep 2007 - Jan 2008 < 1
Morgan Stanley & Company Winter Park, FL May 2007 - Aug 2007 < 1
Free State Staffing Services Longwood, FL Aug 2006 - Apr 2007 < 1
Fields Bmw Winter Park, FL Jun 2006 - Aug 2006 < 1
Wesh-tv (nbc) Winter Park, FL Jul 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for John H. Daniels
Phone Number: 407-339-9090
Firm Website: http://www.garepple.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    1,439
    ACCOUNTS
  • Average Account Value
    $144,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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