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 27 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Cornerstone Management Inc.||Peachtree Corners, GA||Mar 1993 - Current||23|
|Northeast Securities, Inc.||Mitchel Field, NY||Apr 2006 - Nov 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
Total Assets Under Management663MILLIONS
Total Number of Accounts1,339ACCOUNTS
Average Account Value$494,899
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, ID, IL, IN, KS, KY, MO, NC, NE, NJ, OH, OK, OR, PA, SC, TN, TX, VA