      |
 |
|
|
Financial Planning* Our firm has recognized the need for Financial Planning and Wealth Management services as we have assisted our clients with their Estate Planning needs and concerns. As a result we have elected to offer Financial Planning and Wealth and Investment Management services to complement the purely legal services we offer to our clients. Jim Denman holds a Series 6 (Mutual Funds), Series 7 (General Securities Representative) and Series 65 (Investment Advisor) licenses from the Financial Industry Regulatory Authority (FINRA) formerly known as the National Association of Securities Dealers(NASD). He is licensed by Florida and New York to sell life, health and annuity insurance products and by Florida, New York and the Financial Industry Regulatory Authority (FINRA) formerly known as the National Association of Securities Dealers (NASD) as a Registered Financial Representative. Securities are offered through G.A. Repple & Company, a Registered Broker/Dealer and Investment Advisor, and a member of the FINRA & SIPC, located at 101 Normandy Road, Casselberry, Florida 32707. (407) 339-9090. Financial Planning and Wealth and Investment Management have become a natural complement to the Estate Planning and Asset Protection legal practice of the firm. Investment Advisory and Wealth Management Services We offer investment advisory and investment management services to our clients. These services are compensated in a variety of ways based upon the needs of our clients. Our competitive fees are based upon a percentage of assets under management, on commissions or billed as hourly charges to our clients depending upon the particular needs and investment objectives of our clients. Fees are negotiable and may vary depending on such factors such as account size, complexity, amount of work involved and amount of service desired by clients. We provide investment advice and management services to individuals, pension and profit sharing plans, trusts, estates, corporations and charitable organizations. Insurance Our firm offers insurance products with only highly rated insurance companies. These products include Life, Long Term Care and Disability Income Insurance. We also offer Fixed and Variable Annuity products to our clients. We are pleased to provide illustrations and quotes for these products upon request. * James B. Denman is an Associated Person of G.A. Repple & Company, a Registered Investment Advisor. We encourage you to email us utilizing the form below or if you have need for an immediate response, please call us. |
||