Richard
Happle
Jaffe Tilchin Investment Partners, LLC
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About this Advisor
Richard Happle is a financial advisor based in Tampa, Florida, working with Jaffe Tilchin Investment Partners, LLC. Richard has previously held positions at Jaffe Tilchin Wealth Management, Hd Vest Advisory Services, Hd Vest Insurance Agency, LLC, and Jaffe Tilchin Investment Partners. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Richard is part of Jaffe Tilchin Investment Partners, LLC, which operates out of Tampa, Florida. The firm has 30 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jaffe Tilchin Investment Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jaffe Tilchin Investment Partners, LLC Brokerage Details
$1,466,774,635
30
1,443
$1,016,476
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Richard Happle Work History
Jaffe Tilchin Investment Partners
Hd Vest Advisory Services
Jaffe Tilchin Wealth Management
Hd Vest Insurance Agency, LLC
Disclosures
Please visit the SEC profile of Richard Happle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jaffe Tilchin Investment Partners, LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Woodstock, GA
Wesley Chapel, FL
Tampa, FL
Tampa, FL
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