Richard Racine (CRD# 1035713) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 29 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Concorde Investment Services, LLC | Livonia, MI | Dec 2018 - Current | 5 |
Asset Strategy Advisors LLC | Natick, MA | May 2015 - Current | 8 |
Racine & Associates Insurance Agency, Inc. | Medfield, MA | Apr 2014 - Current | 10 |
The Racine Group | Medfield, MA | Apr 2014 - Current | 10 |
Richard R. Racine, Clu | Medfield, MA | Oct 1998 - Current | 25 |
Triad Advisors, Inc. | Norcross, GA | Mar 2012 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1995 |
S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- MA
-
Total Assets Under Management557MILLIONS
-
Total Number of Accounts539ACCOUNTS
-
Average Account Value$1,033,389
- 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)
CA, FL, LA, MA, MN, NH, NJ, NY, PA, RI, TX, VA
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