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Daniel Stephen Kline

BECK BODE LLC·DEDHAM, Massachusetts
Unclaimed Profile
858 WASHINGTON STREET, DEDHAM, MA 02026CRD# 6929059Firm CRD# 282611
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BECK BODE LLC
BECK BODE LLC
AUM
$556M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at BECK BODE LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6929059
Firm CRD# 282611
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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