Darryl Bodnar (CRD# 4565799) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 21 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 |
|---|---|---|---|
| N/l Healthcare Advisory Accounting & Tax LLC | Sparks, MD | Jan 2023 - Current | 1 |
| Bodnar Advisory LLC | Burlington, WV | Apr 2021 - Current | 3 |
| Avantax Advisory Services | Hunt Valley, MD | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Hunt Valley, MD | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Hunt Valley, MD | May 2008 - Current | 15 |
| Naden/lean LLC | Hunt Valley, MD | Dec 1982 - Current | 41 |
| 1st Global Advisors, Inc. | Hunt Valley, MD | Dec 2007 - Oct 2019 | 11 |
| 1st Global Capital Corp | Hunt Valley, MD | Dec 2007 - Oct 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- MD
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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