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Brian Wickett

Beck Bode LLC

Dedham, MA

CRD 6709243

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Employer firm

Beck Bode LLC CRD 282611

$666M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars
  • FINANCIAL CONSULTING AND TAX SERVICES

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

Current Employers
Beck Bode Llc

858 Washington Street Suite 100, Dedham, MA 02026 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-01-03
  • MA RA
    APPROVED
    Since 2017-01-03

Branch Locations

858 Washington Street Suite 100, Dedham, MA 02026 • 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
Boston Raquet Club Dedham MA 07/1998 Present
Beckbode Wealth Management, Llc Dedham MA 02/2016 Present
  • 07/1998 → Present
    Boston Raquet Club
    Dedham, MA
  • 02/2016 → Present
    Beckbode Wealth Management, Llc
    Dedham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-29
  • S65 Uniform Investment Adviser Law Examination
    2016-12-29

View on SEC IAPD

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