Stephen WalkerCRD Number: 1035723
Current Firm: G. A. Repple & Company
Stephen Walker (CRD# 1035723) is an Investment Advisor Representative working at G. A. Repple & Company in Casselberry, FL and has over 36 years of experience in the finance industry. Stephen Walker 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|W.h. Stuart & Associates||Norcross, GA||Jun 1999 - Current||18|
|Self Employed||Buford, GA||Dec 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management229MILLIONS
Total Number of Accounts2,280ACCOUNTS
Average Account Value$100,224
- 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
- Selection of other advisers (including private fund managers)
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