HR
Hagin G. Richeson
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
Tampa, FL 33609
Some features on this profile are disabled
CRD#: 5380166
HR
Professional summary
Hagin Gifford Richeson, CFP® is a registered financial advisor currently at CORINTHIAN PARTNERS ASSET MANAGEMENT LLC located in Tampa, Florida and CORINTHIAN PARTNERS, L.L.C. located in Clearwater, Florida.
Hagin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Hagin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Jet Set 3 LLC-1020 Northwest 52nd Street, Hanger 4, Ft.Lauderdale,FL 33309-Jet Broker-Not Investment related. Managing Partner (Accounting)-Start date 4/2015.Approx 5hrs per mnth. Collision Capital, LLC-P.O. Box 18191, Tampa Fl-Investment Related-Member-Management decisions.-Start Date-5/2016 Approx 20hrs per month. RC Capital Partners, LLC-8 The Green, Suite 4665, Dover DE 19901-Investment Related-Managing Partner-Start Date 3/2016 Approx 20 hrs per month. Sol proprietor-Fixed and Variable Insurance sales. Yes business is invested related, located at 4890 W. Kennedy Blvd#925, Tampa, Florida 33609. Position is Advisor/Sales Start date 6/15/2017. Hrs devoted per month is approx 10. Hrs devoted during business is 1 hr. Corinthian Holdings LLC - member of holding company's board of directors since March 2017; not investment related; approx 1-3 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Hagin Gifford Richeson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
December 16, 2022 - Present
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
Office #1: 4890 W Kennedy Blvd Suite 900, Tampa, FL 33609RIA
CRD#: 109385
Tampa, FL
Current
July 4, 2016 - Present
CORINTHIAN PARTNERS, L.L.C.
Office #1: 1727 Coachman Plaza Drive Suite 114, Clearwater, FL 33759BD
CRD#: 38912
Clearwater, FL
Past
July 6, 2009 - May 7, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
TAMPA, FL
Past
September 5, 2007 - May 7, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
TAMPA, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | CORINTHIAN PARTNERS MANAGEMENT LLC
CRD#: 109385 / SEC#: 801-116896
RIA
Registered Investment Advisory firm - (7/1/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/4/2016)
RR
California(7/4/2016)
RR
Colorado(7/4/2016)
RR
Florida(7/4/2016)
IAR
Florida(12/16/2022)
RR
Georgia(3/29/2021)
RR
New York(7/4/2016)
RR
Puerto Rico(11/30/2023)
RR
South Carolina(1/15/2020)
RR
Texas(1/28/2019)
RR
Washington(7/4/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | CORINTHIAN PARTNERS MANAGEMENT LLC
CRD#: 109385 / SEC#: 801-116896
RIA
Registered Investment Advisory firm - (7/1/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
275 Madison Avenue 8th Floor, New York, NY 10016
Mailing Address
1727 Coachman Plaza Drive Suite 114, Clearwater, FL 33759
Phone number
(212) 287-1552
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 212 |
| AUM (Assets Under Management) | $ 46,080,885 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
CRD#: 109385Tampa, FL 33609TRUST BUT VERIFY
Monitor Hagin Richeson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
