Richard Happle, financial advisor Tampa FL
41 score

Richard Happle

CRD Number: 1095540
Current Firm: Jaffetilchin Investment Partners, LLC

Richard Happle (CRD# 1095540) is an Investment Advisor Representative working at Jaffetilchin Investment Partners, LLC in Tampa, FL and has over 30 years of experience in the finance industry. Richard Happle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jaffe Tilchin Wealth Management Tampa, FL Jan 2014 - Current 2
Raymond James & Associates, Inc. Tampa, FL Oct 1984 - Current 32
Financial Data Lakeland, FL Jul 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Richard Happle
Phone Number: 813-963-2500
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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