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Richard H
Series 63, Series 66
Tampa, FL
WealthPlan Partners
Richard Holle Jr. is a financial advisor at WealthPLAN Partners with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at OSAIC, Securities America Inc., and LPL Financial. He is also involved in life insurance sales through Highland Capital, offering solutions for family protection and estate taxes. WealthPLAN Partners serves individuals, high-net-worth clients, and institutional organizations with financial planning, investment management, and retirement plan consulting. The firm uses a “Strategy Diversification” investment approach, managing portfolios across multiple asset types with discretionary oversight and periodic rebalancing.
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