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Stanley Oda, financial advisor Medina OH

Stanley Oda

CRD Number: 1779618
Current Firm: Oda And Company, Inc.
Compensation Model: Both
Stanley Oda (CRD# 1779618) is an Investment Advisor Representative working at Lpl Financial LLC in Medina, OH and has over 28 years of experience in the finance industry. Stanley Oda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Oda And Company, Inc. Medina, OH Nov 1999 - Current 24
Lpl Financial Llc (f/k/a Linsco/private Ledger Corp.) Medina, OH Jun 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
Contact Info for Stanley Oda
416 West Liberty, Medina, OH 44256
Phone Number: 330-725-8911
Advisor Website: http://www.odaandcompany.com
Firm Website: http://www.linkedin.com/in/stanely-oda-2976a46
Registered State(s):
  • FL
  • OH
  • TX
Current Firm Details
Oda And Company, Inc.
Firm's CRD Number: 119952
416 West Liberty Street, Medina, OH 44256
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $362,092
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX

Firm Disclaimer:

Securities offered through LPL Financial Member FINRA & SIPC. Investment Advice offered through Oda and Co., Inc., a registered investment advisor and separate entity from LPL Financial.

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