Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Raupp is an investment advisor representative registered with Corda Investment Management, LLC. Brian has been in the industry since May 2011 and is registered with the state of Texas. Brian is a Series 65 license holder. Corda Investment Management, LLC is a Registered Investment Advisor (RIA) headquartered in Houston, Texas. The firm provides financial planning, portfolio management for businesses and individuals. Corda Investment Management, LLC manages over $1.7 billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
01/30/2012 - Present
Corda Investment Management, LLC (HOUSTON TX)
IA
Issued 01/27/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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