Richard RacineCRD Number: 1035713
Current Firm: Asset Strategy Advisors, LLC
Richard Racine (CRD# 1035713) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 23 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Asset Strategy Advisors LLC||Natick, MA||May 2015 - Current||2|
|Richard R. Racine, Clu||Wellesley, MA||Oct 1998 - Current||19|
|Triad Advisors, Inc.||Norcross, GA||Mar 2012 - May 2015||3|
|H. Beck, Inc.||Rockville, MD||Oct 2008 - Mar 2012||3|
|Cr Broker Services, LLC||Warwick, RI||Mar 2000 - Oct 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1995|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management223MILLIONS
Total Number of Accounts252ACCOUNTS
Average Account Value$884,142
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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