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Devin E Backholm

G. A. Repple & Co.

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About Devin E Backholm

Devin Backholm is an investment advisor representative registered with G. A. Repple & Co. Devin has been in the financial services industry since 2003 and holds the Series 6, Series 63, Series 65 and SIE licenses. Before joining G. A. Repple & Co., Devin worked for NYLIFE SECURITIES LLC and FARMERS FINANCIAL SOLUTIONS, LLC. Devin is a licensed insurance agent in Washington state. Devin specializes in providing financial planning and portfolio management for individuals, businesses, and investment companies. Devin is also a licensed insurance agent and is registered with the state of North Carolina.

Firm Information

Devin Backholm is currently registered with G. A. Repple & Co.. G. A. Repple & Co. is a Florida-based corporation registered as an investment adviser with the SEC and 51 state regulators. Formed in 1985, the firm offers financial planning, portfolio management for individuals, educational seminars, selection of other advisers, and publication of periodicals. They manage approximately $612 million in assets for 3,487 accounts.
G. A. Repple & Co.

101 NORMANDY ROAD

CASSELBERRY, FL 32707

$612.87M

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party asset management, services

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Devin Backholm’s Registration & Firm History

WA

11/09/2015 - Present

G. A. Repple & Co. (ABERDEEN WA)

WA

07/29/2008 - 12/05/2014

NYLIFE SECURITIES LLC (MONTESANO WA)

WA

10/01/2003 - 06/30/2008

FARMERS FINANCIAL SOLUTIONS, LLC (ABERDEEN WA)

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Licenses & Designations

IA

Issued 11/09/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Devin E Backholm.
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