Karen
O'Donoghue
Beck Bode LLC
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About this Advisor
Karen O'Donoghue is a financial advisor based in Portsmouth, New Hampshire, working with Beck Bode LLC. Karen has previously held positions at Wells Fargo Advisors Financial Network, LLC, Compass Rose Investments, LLC, and Beck Bode. Karen has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Karen is part of Beck Bode LLC, which operates out of Portsmouth, New Hampshire. The firm has 3 offices and 17 employees. The firm manages assets totaling $556.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Beck Bode LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beck Bode LLC Brokerage Details
$556,359,779
17
2,876
$193,449
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Karen O'Donoghue Work History
Beck Bode
Compass Rose Investments, LLC
Wells Fargo Advisors Financial Network, LLC
Disclosures
Please visit the SEC profile of Karen O'Donoghue 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
Guilford, CT
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