David Boden (CRD# 2028263) is an Investment Advisor Representative working at Intelliwealth Financial Advisors, Ltd in Plano, TX and has over 34 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intelliwealth Financial Advisors, Ltd | Plano, TX | Sep 1999 - Current | 24 |
| David A. Boden Cpa, LLP | Plano, TX | Sep 1985 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1990 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management17MILLIONS
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Total Number of Accounts78ACCOUNTS
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Average Account Value$217,949
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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