Kevin BodineCRD Number: 5983438
Current Firm: Prudential Financial Planning Services
Kevin Bodine (CRD# 5983438) is an Investment Advisor Representative working at Prudential Financial Planning Services in Marlton, NJ and has over 5 years of experience in the finance industry.
Cypress Financial Planning
Rockcrest Financial LLC
Dedicated Investment Advisers LLC
|The Prudential Insuranc Company Of America||Marlton, NJ||Feb 2016 - Current||2|
|Pruco Securities, LLC||Marlton, NJ||Feb 2016 - Current||2|
|Principal Life Ins Co||Marlton, NJ||Oct 2011 - Feb 2016||4|
|Princor Financial Services Corp||Marlton, NJ||Oct 2011 - Feb 2016||4|
|Daniel Pollaci Agency||South Hampton, NJ||Jan 2009 - Oct 2011||2|
|Nj Div Pensions & Benefits||Trenton, NJ||Jan 2004 - Sep 2011||7|
|Guild Builders Inc.||Rancocas, NJ||Oct 2005 - Oct 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management5,161MILLIONS
Total Number of Accounts41,530ACCOUNTS
Average Account Value$124,275
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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