Tamara RichwineCRD Number: 1234051
Current Firm: Cornerstone Management, Inc.
Tamara Richwine (CRD# 1234051) is an Investment Advisor Representative working at Cornerstone Management, Inc. in Peachtree Corners, GA and has over 28 years of experience in the finance industry.
Terra Firma Financial LLC
Independent Financial Partners
Pragmatic Financial Strategies, Inc.
|Cornerstone Management Inc.||Peachtree Corners, GA||Mar 1993 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
Total Assets Under Management758MILLIONS
Total Number of Accounts1,404ACCOUNTS
Average Account Value$540,177
- 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, GA, ID, IL, IN, KS, KY, MO, NC, NE, NJ, OH, OR, PA, SC, TN, TX, VA