RD
RD

Richard Detweiler

13 Years of Experience
Tampa, FL
Broker

Richard Detweiler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

100 N. Tampa Street, Suite 3750, Tampa, FL, 33602

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Richard is an associate/employee at All Seasons Wealth, which is the ICD for Raymond James. This takes about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2023 - Present · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Morgan Stanley
April 2014 - July 2023 · 9 yrs 3 mos
Morgan StanleyBroker
April 2014 - July 2023 · 9 yrs 3 mos
VALIC Financial Advisors, INC.
January 2013 - March 2014 · 1 yr 2 mos
VALIC Financial Advisors, INC.Broker
August 2012 - March 2014 · 1 yr 7 mos
State Registrations49 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.