Unclaimed Profile

Daniel Stephen Kline

BECK BODE LLC·DEDHAM, Massachusetts

Clean recordBECK BODE LLC

858 WASHINGTON STREET, DEDHAM, MA 02026CRD# 6929059Firm CRD# 282611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Stephen Kline · DEDHAM, MA

Registration

CRD #6929059 · BECK BODE LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Stephen Kline is a registered financial advisor based in DEDHAM, Massachusetts, affiliated with BECK BODE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BECK BODE LLC

AUM

$556M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BECK BODE LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6929059

Firm CRD# 282611

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Stephen Kline offer?

Daniel Stephen Kline specializes in Financial Planning, Investment Management. Contact their office in DEDHAM, Massachusetts for a consultation.

What are Daniel Stephen Kline's credentials?

Daniel Stephen Kline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Stephen Kline located?

Daniel Stephen Kline is based in DEDHAM, Massachusetts, working with BECK BODE LLC. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.

How does Daniel Stephen Kline charge for services?

Daniel Stephen Kline's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BECK BODE LLC?

BECK BODE LLC has approximately 17 employees and manages $556M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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