RR
ChFC
RR
ChFC

Richard Robert Racine

35 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
544 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$917.8M

Fee Structure

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Location

24 Superior Drive, Suite 101, Natick, MA, 01760-1535

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Richard owns and services life, disability, and long-term care insurance, dedicating a significant amount of time to this. He is also a manager at The Racine Group, LLC, focusing on group health and welfare plans, individual insurance benefits, and estate planning, and is President and Owner of Racine & Associates Insurance Agency, Inc.

Employment History
Current Registrations
Asset Strategy Advisors, LLC
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Concorde Investment Services, LLCBroker
January 2019 - November 2021 · 2 yrs 10 mos
Triad Advisors, INC.Broker
March 2012 - January 2017 · 4 yrs 10 mos
Triad Advisors, INC.
March 2012 - May 2015 · 3 yrs 2 mos
H. Beck, INC.Broker
October 2008 - March 2012 · 3 yrs 5 mos
Cr Broker Services, LLCBroker
March 2000 - October 2008 · 8 yrs 7 mos
Ogilvie Security Advisors CorporationBroker
February 1995 - December 1998 · 3 yrs 10 mos
MML Investors Services, INC.Broker
January 1988 - June 1988 · 5 mos
Massachusetts Mutual Life Insurance CompanyBroker
August 1983 - January 1988 · 4 yrs 5 mos
Nathan, Lewis & Grant, INC.Broker
April 1982 - September 1985 · 3 yrs 5 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Richard Robert Racine - Financial Advisor | TrueAdvisor