Zoda Financial, LLC
Zoda Financial, LLC (CRD# 167444) is a financial advisory firm headquartered in Conroe, TX. They manage $8,000,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$190,476
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Zoda (CRD# 1719613) is an Investment Advisor Representative working at Zoda Financial, LLC in Conroe, TX and has over 30 years of experience in the finance industry. Robert Zoda 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.