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BP

Beth L. Price

BECK BODE LLC
Traverse City, MI 49684-6723
Some features on this profile are disabled
CRD#: 7012434
BP

Professional summary

Beth Lynae Price, who also goes by Beth Lynae Holleman, is a registered financial advisor currently at BECK BODE LLC located in Traverse City, Michigan.

Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Beth has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Beth Lynae Holleman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Lynae Price's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 5, 2025 - Present

BECK BODE LLC

Office #1: 4110 Copper Ridge Dr #235, Traverse City, MI 49684-6723
RIA
CRD#: 282611
Traverse City, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BECK BODE LLC
BECK BODE LLC
BECK BODE LLC | MACDONALD WEALTH MANAGEMENT | INTENTIONAL WEALTH ADVISORS, LLC | BOSTON RETIREMENT ADVISORS | BECK BODE WEALTH MANAGEMENT, LLC | BECK BODE WEALTH MANAGEMENT

CRD#: 282611 / SEC#: 801-107188

RIA
Registered Investment Advisory firm - (1/27/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(6/18/2025)
IAR
Michigan
(6/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/5/2025
Uniform Investment Adviser Law Examination

Current Firm

BECK BODE LLC
BECK BODE LLC
BECK BODE LLC | MACDONALD WEALTH MANAGEMENT | INTENTIONAL WEALTH ADVISORS, LLC | BOSTON RETIREMENT ADVISORS | BECK BODE WEALTH MANAGEMENT, LLC | BECK BODE WEALTH MANAGEMENT

CRD#: 282611 / SEC#: 801-107188

RIA
Registered Investment Advisory firm - (1/27/2016 Approved)
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Contact information

Main Address
858 Washington Street Suite 100, Dedham, MA 02026
Mailing Address
Phone number
(617) 209-2224
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BECK BODE LLC PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,544
AUM (Assets Under Management)$ 615,926,726

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BECK BODE LLC

BECK BODE LLC

CRD#: 282611Traverse City, MI 49684-6723

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