Benjamin Beck (CRD# 4910104) is an Investment Advisor Representative working at Beck Bode LLC in Dedham, MA and has over 19 years of experience in the finance industry. Benjamin Beck 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.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Rose Private Investment Management | Portsmouth, NH | Jan 2023 - Current | 1 |
| Beck Bode Wealth Management, LLC | Dedham, MA | Jan 2016 - Current | 8 |
| Boston Retirement Advisors, LLC | Salem, NH | Dec 2015 - Current | 8 |
| Private Advisor Group, Llc Dba Beck Bode Wealth Management | Morristown, NJ | Feb 2013 - Jan 2016 | 2 |
| Lpl Financial LLC | Dedham, MA | Feb 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
- TX
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Total Assets Under Management556MILLIONS
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Total Number of Accounts2,876ACCOUNTS
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Average Account Value$193,449
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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