Erik Beck (CRD# 5865126) is an Investment Advisor Representative working at Beck Bode LLC in Dedham, MA and has over 13 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beck Bode Wealth Management, LLC | Suwanee, GA | May 2016 - Current | 7 |
| Private Advisor Group, LLC | Morristown, NJ | May 2014 - May 2016 | 2 |
| Lpl Financial LLC | Suwanee, GA | May 2014 - May 2015 | 1 |
| Morgan Stanley | Alpharetta, GA | Apr 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
- GA
- MA
-
Total Assets Under Management556MILLIONS
-
Total Number of Accounts2,876ACCOUNTS
-
Average Account Value$193,449
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA
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