Joseph
Bodkin
Union Capital Company
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About this Advisor
Joseph Bodkin is a financial advisor working out of Tucson, Arizona who has 16 years of industry experience. Bodkin is on the advisory team at Union Capital Company. They have spent their whole career at Union Capital Company. Bodkin maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California, Florida and Texas. Union Capital Company is a financial advisory firm headquartered in Tucson, AZ. It has $140 million in total assets between its 550 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 550 accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. Union Capital Company performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Union Capital Company likely are comprised of any combination of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Union Capital Company Brokerage Details
$140,000,000
27
550
$254,545
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joseph Bodkin Work History
Joseph has been registered as a financial advisor for 16 years.*
Union Capital Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Bodkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Union Capital Company
Tucson, AZ
Carlsbad, CA
Mill Valley, CA
Albuquerque, NM
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Leander, TX
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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