Justin Bodnar, financial advisor Orlando FL

Justin Bodnar

CRD Number: 5538244
Current Firm: International Assets Investment Management, LLC

Justin Bodnar (CRD# 5538244) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
International Assets Advisory, LLC Austin, TX Apr 2017 - Current 2
Fasten Austin, TX Aug 2016 - Current 3
Lighthouse Research Advisory Austin, TX Jul 2015 - Apr 2017 1
Bank Of America N.a. Austin, TX May 2014 - Jul 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Mar 2014 - Jul 2015 1
Aig-valic Burlington, VT Nov 2011 - Mar 2014 2
Edward Jones Winooski, VT Nov 2009 - Nov 2011 2
Merrill Lynch Burlinton, VT Sep 2008 - Nov 2009 1
Sears Holdings Company S. Burlington, VT Nov 2006 - Nov 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Justin A. Bodnar
Phone Number: 407-254-1516
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    794
    MILLIONS
  • Total Number of Accounts
    3,348
    ACCOUNTS
  • Average Account Value
    $237,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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