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Richard Happle

Jaffe Tilchin Investment Partners, LLC

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About Richard Happle

Richard Happle is a financial advisor with Jaffe Tilchin Investment Partners, LLC. Richard has been a registered representative since 1983 and holds Series 7 and Series 31 licenses. Richard is also a Certified Financial Planner. He works with a wide range of clients, including individuals, families, trusts, businesses, and retirement plans. Richard focuses on providing financial planning, investment management, and insurance services to help clients achieve their financial goals. Richard has over 30 years of experience in the financial services industry.

Firm Information

Richard Happle is currently registered with Jaffe Tilchin Investment Partners, LLC. Jaffe Tilchin Investment Partners, LLC is a registered investment advisor with offices in Tampa, FL. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, trusts, corporations, and pension plans. They manage over $1.47 billion in assets and have a team of 14 licensed agents and 25 investment advisor representatives.
Jaffe Tilchin Investment Partners, LLC

15350 N. FLORIDA AVE.

TAMPA, FL 33613

$1.47B

Assets Under Management

Not reported

Total Clients

27

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Happle’s Registration & Firm History

FL

06/17/2020 - Present

Jaffe Tilchin Investment Partners, LLC (TAMPA FL)

FL

10/25/1984 - 12/20/2013

RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)

NA

03/01/1983 - 11/05/1984

EARL W. SHOMBER & CO., INC.

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Licenses & Designations

IA

Issued 01/28/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 02/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Richard Happle. Review regulatory record here.
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