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Richard F Repa

Assetmark, Inc.

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About Richard F Repa

Richard Repa is a financial advisor with Assetmark, Inc. Richard Repa has been in the industry since 2012. Richard Repa is currently registered with Assetmark, Inc. Richard Repa is also registered in California and Illinois. Richard Repa is a Series 6, Series 63, Series 65 and SIE licensed financial advisor. Richard Repa is also a registered Investment Advisor Representative. In addition to financial advising, Richard Repa is a driver for Uber in Chicago. Richard Repa also works as a National Consultant for Assetmark, Inc., a registered Investment Advisor. Richard Repa's previous experience includes working with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.

Firm Information

Richard Repa is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Richard Repa’s Registration & Firm History

CA

10/30/2015 - Present

Assetmark, Inc. (CONCORD CA)

IL

10/01/2012 - 08/25/2015

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

02/13/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (WORTH IL)

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Licenses & Designations

IA

Issued 10/30/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard F Repa.
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