Hagin Richeson
Hagin Richeson is a CFP-designated registered investment advisor at Corinthian Partners Asset Management LLC, based in Tampa, FL, with 17 years of industry experience. Hagin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 210 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPAM provides investment management services for a fee based on the market value of your account, typically structured up to 2.0% of assets. Fees are negotiable and calculated quarterly, payable in advance. The fee includes the full value of any assets purchased on margin.
Location
4890 W Kennedy Blvd, Suite 900, Tampa, FL, 33609
Get directionsHistory
Regulatory History (9)
Judgment / Lien
November 2024Customer Dispute
July 2024Customer Dispute
May 2024Customer Dispute
March 2024Judgment / Lien
March 2024Customer Dispute
October 2023Customer Dispute
May 2023Customer Dispute
March 2023Regulatory
December 2022Other Business ActivitiesSells Insurance
Hagin is a managing partner at Jet Set 3 LLC and RC Capital Partners LLC, and a member of Collision Capital, LLC. Hagin also sells fixed and variable insurance and is on the board of directors for Corinthian Holdings LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Corinthian Partners Asset Management LLC
Corinthian Partners, L.L.C.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.