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Joel David Martin

G. A. Repple & Co.

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About Joel David Martin

Joel David Martin is a registered representative of G. A. Repple & Co. since 2005. Joel David Martin has experience in the securities industry since 2000. Joel David Martin holds a Series 6, 7, 63, 66 and 24 licenses. Joel David Martin is also a registered investment advisor representative. Joel David Martin works in the Casselberry, FL office of G. A. Repple & Co.

Firm Information

Joel Martin 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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Joel Martin’s Registration & Firm History

FL

01/10/2017 - Present

G. A. Repple & Co. (CASSELBERRY FL)

CA

03/22/2000 - 02/22/2005

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 10/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel David Martin.
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