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Anna Victoria Bodine

HARRELL INVESTMENT PARTNERS, LLC·AUSTIN, Texas
Clean recordHARRELL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anna Victoria Bodine is a registered financial advisor based in AUSTIN, Texas, affiliated with HARRELL INVESTMENT PARTNERS, 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
Introduction

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03

Firm Overview

Firm
HARRELL INVESTMENT PARTNERS, LLC
HARRELL INVESTMENT PARTNERS, LLC
AUM
$503M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HARRELL INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5217850
Firm CRD# 299166
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at HARRELL INVESTMENT PARTNERS, LLC

Brooke Williams
AUSTIN, TX
William Wilson
AUSTIN, TX
Dilda Deepak Dalvi
AUSTIN, TX
Robert King Harrell
AUSTIN, TX

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