Margaret BodineCRD Number: 2003270
Current Firm: Sage, Rutty & Company, Inc.
Margaret Bodine (CRD# 2003270) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 26 years of experience in the finance industry. Margaret Bodine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Sage, Rutty & Company, Inc.||Rochester, NY||Jan 1992 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Oct 1996|
Total Assets Under Management714MILLIONS
Total Number of Accounts3,730ACCOUNTS
Average Account Value$191,527
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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