Frank Bodi, financial advisor Wilmington DE
26 score

Frank Bodi

CRD Number: 1107838
Current Firm: Coastal Investment Advisors

Frank Bodi (CRD# 1107838) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Coastal Equities, Inc. Solon, OH Dec 2012 - Current 4
Fintegra, LLC Minneapolis, MN Feb 2010 - Dec 2012 2
Capital City Securities, LLC Columbus, OH Jun 2008 - Feb 2010 1
Capital City Asset Management Group, LLC Columbus, OH Jan 2008 - Feb 2010 2
Interocean Securities, LLC Chicago, IL Sep 2007 - Nov 2007 < 1
Prim Securities, Incorporated Cleveland, OH May 2002 - Aug 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Jan 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Frank J. Bodi
Phone Number: 888-657-5200
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    1,608
    ACCOUNTS
  • Average Account Value
    $187,632
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
26

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