Darryl Bodnar, financial advisor Hunt Valley MD
73 score

Darryl Bodnar

CRD Number: 4565799
Current Firm: 1st Global Advisors Inc.

Darryl Bodnar (CRD# 4565799) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Hunt Valley, MD and has over 14 years of experience in the finance industry.

Similar Advisors
Brian Kuhn, financial advisor Hunt Valley MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Score
104
Similar Advisors
Nicholas Ibello, financial advisor Hunt Valley MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Score
103
Similar Advisors
Jeffrey Judge, financial advisor Hunt Valley MD
Jeffrey M. Judge
CRD# 5903701
Msi Financial Services, Inc.
Score
103
Company Name Location Dates Years
1st Global Insurance Services, Inc. Hunt Valley, MD May 2008 - Current 8
1st Global Advisors, Inc. Hunt Valley, MD Dec 2007 - Current 9
1st Global Capital Corp Hunt Valley, MD Dec 2007 - Current 9
Naden/lean LLC Hunt Valley, MD Dec 1982 - Current 34
New England Securities Inc. Hunt Valley, MD May 2002 - Dec 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Mar 2005
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Darryl A. Bodnar
Phone Number: 214-294-5000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Darryl Bodnar and other advisors.
BADGES
73

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.