Brian
Ursu
Beck Bode LLC
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About this Advisor
Brian Ursu is a certified financial planner who works in Traverse City, Michigan who has 1 year of industry experience. Ursu currently works for Beck Bode LLC. Throughout their career, Ursu has worked at Linsco/Private Ledger Corp, Lpl Financial LLC and Beck Bode. Ursu has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Michigan. Beck Bode LLC is a financial advisory business operating out of Dedham, MA. The investment advisory business has offices in three locations and a total of 40 financial advisors. It controls $490 million in total assets across its 2,772 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 2,772 accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in assets. Beck Bode LLC provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fees usually vary depending on which services the firm provides the client. However, fee types billed by Beck Bode LLC most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beck Bode LLC Brokerage Details
$489,836,573
40
2,772
$176,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Brian Ursu Work History
Brian has been registered as a financial advisor for 1 years.*
Beck Bode
Linsco/Private Ledger Corp
Lpl Financial LLC
*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 Brian Ursu 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 Beck Bode LLC
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
