Unclaimed Profile

James Bode

BECK BODE LLC·DEDHAM, Massachusetts

SIE, Series 6, Series 7, Series 63, Series 65Clean record16 years registeredBECK BODE LLC

858 WASHINGTON STREET, DEDHAM, MA 02026CRD# 4723885Firm CRD# 282611

Profile Verification

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

Identity

James Bode · DEDHAM, MA

Registration

CRD #4723885 · BECK BODE LLC · 16 years registered

Brand Profile

Not yet started

Career History

BECK BODE LLC

Jan 2016 – present

BOSTON RETIREMENT ADVISORS,LLC

Dec 2015 – Sep 2018

Woburn, MA

PRIVATE ADVISOR GROUP, LLC

Feb 2013 – Jan 2016

DEDHAM, MA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2010 – Feb 2013

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 11, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BECK BODE LLC

CRD 282611 · SEC 801-107188

AUM

$556M

Regulatory assets under management

Employees

2,876 client accounts

Services offered by BECK BODE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BECK BODE LLC →

Introduction

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Frequently Asked Questions

What services does James Bode offer?

James Bode specializes in Financial Planning, Investment Management. Contact their office in DEDHAM, Massachusetts for a consultation.

What are James Bode's credentials?

James Bode is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Bode located?

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

How does James Bode charge for services?

James Bode'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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