Christa RepasCRD Number: 6329218
Current Firm: Wells Fargo Clearing Services, LLC
Christa Repas (CRD# 6329218) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Pepper Pike, OH and has over 3 years of experience in the finance industry. Christa Repas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Wells Fargo Clearing Services, LLC||Chagrin Falls, OH||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||Chagrin Falls, OH||Apr 2014 - Nov 2016||2|
|Strata Consulting Group||Solon, OH||Mar 2014 - Apr 2014||< 1|
|Ministry In Mission||Chesterland, OH||May 2013 - Mar 2014||< 1|
|Hillside Work-scholarship Connection||Syracuse, NY||Jan 2011 - May 2013||2|
|Syracuse University Literacy Corps||Syracuse, NY||Apr 2010 - May 2013||3|
|Syracuse University||Syracuse, NY||Aug 2009 - May 2013||3|
|West Geauga High School||Chesterland, OH||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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