Zoda Financial, LLC

Zoda Financial, LLC (CRD# 167444) is a financial advisory firm headquartered in , . They manage $18,200,000 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $337,037
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Zoda Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert D. Zoda
CRD#: 1719613
Montgomery, TX

Robert Zoda (CRD# 1719613) is an Investment Advisor Representative working at Zoda Financial, LLC in Montgomery, TX and has over 36 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.