Karen O'donoghue, financial advisor Portsmouth NH

Karen O'donoghue

CRD Number: 5855773
Current Firm: Beck Bode LLC

Karen O'donoghue (CRD# 5855773) is an Investment Advisor Representative working at Beck Bode LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Beck Bode Dedham, MA Jul 2021 - Current 2
Compass Rose Investments, LLC Portsmouth, NH Jun 2011 - Current 12
Wells Fargo Advisors Financial Network, LLC Portsmouth, NH Jun 2011 - May 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Karen A. O'donoghue
Phone Number: 617-209-2224
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    2,876
    ACCOUNTS
  • Average Account Value
    $193,449
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

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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