Unclaimed Profile

Anna Victoria Bodine

HARRELL INVESTMENT PARTNERS, LLC·AUSTIN, Texas

SIE, Series 7, Series 9, Series 10, Series 24, Series 31, Series 66CFPClean record18 years registeredHARRELL INVESTMENT PARTNERS, LLC

3814 MEDICAL PARKWAY, AUSTIN, TX 78756CRD# 5217850Firm CRD# 299166

Profile Verification

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

Identity

Anna Victoria Bodine · AUSTIN, TX

Registration

CRD #5217850 · HARRELL INVESTMENT PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

HARRELL INVESTMENT PARTNERS, LLC

Jan 2019 – present

RAYMOND JAMES & ASSOCIATES, INC.

Oct 2010 – Jan 2019

AUSTIN, TX

AXA ADVISORS, LLC

Apr 2008 – Oct 2010

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 31

Series 66

Registration record

First registered · April 28, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARRELL INVESTMENT PARTNERS, LLC

CRD 299166 · SEC 801-114354

AUM

$503M

Regulatory assets under management

Employees

712 client accounts

Services offered by HARRELL INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARRELL INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Anna Victoria Bodine offer?

Anna Victoria Bodine specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Anna Victoria Bodine's credentials?

Anna Victoria Bodine holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Anna Victoria Bodine located?

Anna Victoria Bodine is based in AUSTIN, Texas, working with HARRELL INVESTMENT PARTNERS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Anna Victoria Bodine charge for services?

Anna Victoria Bodine's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARRELL INVESTMENT PARTNERS, LLC?

HARRELL INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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