Kevin Bodine, financial advisor Marlton NJ
90 score

Kevin Bodine

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insuranc Company Of America Marlton, NJ Feb 2016 - Current < 1
Pruco Securities, LLC Marlton, NJ Feb 2016 - Current < 1
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
Contact Info for Kevin W. Bodine
Phone Number: 800-235-7637
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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