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Anna Victoria Bodine

Harrell Investment Partners, LLC

Austin, TX

CRD 5217850

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Employer firm

Harrell Investment Partners, LLC CRD 299166

$662M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Harrell Investment Partners, Llc

3814 Medical Parkway, Austin, TX 78756 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-03
  • TX RA
    APPROVED
    Since 2019-01-03

Branch Locations

3814 Medical Parkway, Austin, TX 78756 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Austin TX 10/2010 12/2018
Harrell Investment Partners, Llc Austin TX 01/2019 03/2024
Harrell Investment Partners, Llc Austin TX 03/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-11
  • S66 Uniform Combined State Law Examination
    2008-02-11
Designations
  • Certified Financial Planner
Other Names
  • Anna Victoria Chavez
  • Anna Bodine

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

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