Richard Robert Racine

Current Employers

Employment History

• 10/1998 → Present
  Richard R. Racine, Clu
  Medfield, MA
• 05/2015 → Present
  Asset Strategy Advisors Llc
  Natick, MA
• 04/2014 → Present
  Racine & Associates Insurance Agency, Inc.
  Medfield, MA
• 04/2014 → Present
  The Racine Group
  Medfield, MA
• 12/2018 → Present
  Concorde Investment Services, Llc
  Livonia, MI

Previous Registrations

• 2012-03-09 → 2015-05-20
  Triad Advisors Llc
  Needham, MA
  Atlanta, GA
  Medfield, MA

Other Businesses

1) Richard R. Racine, CLU, CHFC, AIF- Owner, Started June, 1977,; Investment related; 52 Philip St., Medfield, MA 02052; Nature Of Business: Selling And Servicing Life, Disability And Long Term Care Insurance. 21-40 hours/week during trading hours. 2) The Racine Group, LLC-Manager April 2014; Non-Investment Related; Address 52 Philip St., Medfield, MA 02052; Nature Of Business: Group Health And Welfare Plans, Life, Disability, Long Term Care Insurance And Estate Planning. Assists Clients With Group Employee Benefits Plans; Assist Clients With Purchasing Individual Insurance Benefits Including Life, Disability, Long Term Care Insurance. Hours: 40 Plus Hours/Month Devoted Outside Of Business Hours And 21-40 Hours During Trading Hours. 3) Racine & Associates Insurance Agency, Inc., Investment related, Start date October 1998. Medfield, MA. President and Owner of the Insurance Agency. Insurance related activities. 1-5 hours/month during trading hours. 4) Asset Strategy Advisors, LLC; Investment Related; Natick, MA; Fee Based Consulting And Investment Advisory; Senior Consultant ; Start date 5/21/2015; Full time during trading hours; Solicit & Sell Retirement Plan Services For Plans With $10 Million+ In Plan Assets

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-23
• S63 Uniform Securities Agent State Law Examination
  1995-02-17

Designations

Other Names

• Rick Robert Racine