Anna V. Bodine
Professional summary
Anna Victoria Bodine, who also goes by Anna Bodine, Anna VIctoria Chavez, is a registered financial advisor currently at HARRELL INVESTMENT PARTNERS, LLC located in Austin, Texas.
Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Anna has worked at 3 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anna Victoria Bodine's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2019 - Present
HARRELL INVESTMENT PARTNERS, LLC
Office #1: 3814 Medical Parkway, Austin, TX 78756October 5, 2010 - January 2, 2019
RAYMOND JAMES & ASSOCIATES, INC.
October 5, 2010 - January 2, 2019
RAYMOND JAMES & ASSOCIATES, INC.
April 28, 2008 - October 5, 2010
EQUITABLE ADVISORS, LLC
April 28, 2008 - October 5, 2010
EQUITABLE ADVISORS, LLC
September 10, 2007 - April 2, 2008
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
HARRELL INVESTMENT PARTNERS, LLC
CRD#: 299166 / SEC#: 801-114354
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2019)
Exams
Current Firm
HARRELL INVESTMENT PARTNERS, LLC
CRD#: 299166 / SEC#: 801-114354
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 769 |
| AUM (Assets Under Management) | $ 598,645,365 |
Red Flags
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