Boda Financial Group,inc

Boda Financial Group,inc (CRD# 120347) is a financial advisory firm headquartered in Flower Mound, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Boda Financial Group,inc
Showing 1 - 1 of 1 top financial advisors.
1
Jerry Boda
CRD#: 1255317
3121 Cross Timbers Rd, Suite 1, Flower Mound, TX 75028
96
Wealthminder
score

Jerry Boda (CRD# 1255317) is an Investment Advisor Representative working at Boda Financial Group,inc in Flower Mound, TX and has over 27 years of experience in the finance industry. Jerry Boda 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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