Stanley Oda

Employer firm

Oda And Company, Inc. CRD 119952

$126M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1998 → Present
  Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.)
  Medina, OH
• 11/1999 → Present
  Oda And Company, Inc.
  Medina, OH

Other Businesses

(1) 9/07/1999 - Oda and Company - Investment Related - At Reported Business Location(s) - Registered Investment Advisor. (2) 9/07/1999 - Oda and Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (3) 7/31/2018 - Oda and Company, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:04/01/2016 - 180 Hours Per Month/130 Hours During Trading - Time Spent: 100% - I provide investment advisory services through Oda and Company, Inc., an independent investment advisor firm. I started this business activity in 04/2016. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-01-27

Designations

• Certified Financial Planner