Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles thomas? Claim Your ProfileCharles Thomas Alvey is a financial advisor with G. A. Repple & Co. Charles has been in the industry since April 2017 and is registered to provide investment advice in 20 states. Charles has passed the Series 66, Series 7 and the SIE exam. Charles also holds the Certified Financial Planner designation. Charles has experience working with individuals and corporations. Charles is a partner and vice president with Dan Hardt Financial Services in Louisville, KY.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Third party asset management, services
1
2
FL
01/02/2024 - Present
G. A. Repple & Co. (CASSELBERRY FL)
BOTH
Issued 06/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles thomas Alvey is the right advisor for you? Invested Better is here to help.
