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Shana Denise Burt

G. A. Repple & Co.

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About Shana Denise Burt

Shana Denise Burt is a financial advisor with G. A. Repple & Co. Shana has been in the financial services industry since 1999 and has extensive experience in providing financial planning and investment advice to individuals and businesses. Shana holds Series 7, Series 63, and Series 65 licenses and has a passion for helping clients achieve their financial goals.

Firm Information

Shana Burt 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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Shana Burt’s Registration & Firm History

TX

03/17/2023 - Present

G. A. Repple & Co. (Groves TX)

TX

04/04/2005 - 05/14/2018

ALLSTATE FINANCIAL SERVICES, LLC (PORT NECHES TX)

MO

10/13/1999 - 02/07/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shana Denise Burt.
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