Financial ADVSR advisor directory · SEC adviser records
Corda Investment Management, LLC financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Corda Investment Management, LLC office in Houston, A to Z.
The short answer
20 registered advisors work at Corda Investment Management, LLC in Houston, out of 26 at the firm nationwide; it ranks number 43 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Corda Investment Management, LLC advisors in Houston, A to Z
Every Corda Investment Management, LLC advisor →- Bonner C. BarnesInvestment adviser rep
- Shane M. BulgerinInvestment adviser rep
- Duane C. DavisInvestment adviser rep
- Jeffrey T. DodsonInvestment adviser rep
- Johnnie W. Driver IIIInvestment adviser rep
- Craig A. FowlkesInvestment adviser rep
- William R. GormanInvestment adviser rep
- Kevin P. HopkinsInvestment adviser rep
- Jason M. IacobucciInvestment adviser rep
- Rajin JoshiInvestment adviser rep
- David JulianCertified Financial Planner
- Brooke H. NaghaviInvestment adviser rep
- Alexandra C. NeaultInvestment adviser rep
- Catherine M. PatrickCertified Financial Planner
- Terrance S. PuhlInvestment adviser rep
- Teresa S. QuealInvestment adviser rep
- Brian A. RauppInvestment adviser rep
- Vernon K. RobertsInvestment adviser rep
- John P. SchloegelInvestment adviser rep
- Timothy B. WolfcaleInvestment adviser rep
Corda Investment Management, LLC advisors in every city and state →Corda Investment Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Corda Investment Management, LLC advisors in other cities
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Corda Investment Management, LLC have in Houston?
20 investment adviser representatives are registered at Corda Investment Management, LLC offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 26 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Corda Investment Management, LLC one of the largest advisor employers in Houston?
Corda Investment Management, LLC ranks number 43 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Corda Investment Management, LLC advisor in Houston?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Corda Investment Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.