Oda And Company, Inc.

Oda And Company, Inc. (CRD# 119952) is a financial advisory firm headquartered in Medina, OH. They manage $101,023,708 in 279 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • 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

Financial Advisors at Oda And Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Patricia S. Hornak-Box
CRD#: 2380487
416 West Liberty, Medina, OH 44256

Patricia Hornak-Box (CRD# 2380487) is an Investment Advisor Representative working at Oda And Company, Inc. in Medina, OH and has over 25 years of experience in the finance industry.

2
Stanley Oda
CRD#: 1779618
416 West Liberty, Medina, OH 44256
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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