Richard WhippleCRD Number: 5041903
Current Firm: Whipplewood Advisors, LLC
Richard Whipple (CRD# 5041903) is an Investment Advisor Representative working at Whipplewood Advisors, LLC in Littleton, CO and has over 8 years of experience in the finance industry.
Schaefer Financial Management, Inc.
Schwab Private Client Investment Advisory, Inc.
|Whipplewood Advisors, LLC||Denver, CO||Jun 2016 - Current||5|
|Whipplewood Cpas||Littleton, CO||May 1981 - Current||40|
|First Financial Equity Corp||Greenwood Village, CO||Nov 2013 - Jun 2016||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management167MILLIONS
Total Number of Accounts303ACCOUNTS
Average Account Value$550,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, IL, TX
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