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Craig Alan Fowlkes

Corda Investment Management, LLC

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About Craig Alan Fowlkes

Craig Alan Fowlkes is an investment advisor representative with Corda Investment Management, LLC, a firm based in Houston, Texas. Craig has been with Corda Investment Management since 2015. Craig has been working in the financial services industry since 2001. Craig's past experience includes positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PRUDENTIAL SECURITIES INCORPORATED. Craig is registered with the state of Texas as an Investment Advisor Representative. Craig's areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, and Financial Planning.

Firm Information

Craig Fowlkes is currently registered with Corda Investment Management, LLC. Corda Investment Management, LLC is an investment management firm based in Houston, Texas. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations. With over $1.7 billion in regulatory assets under management, Corda provides comprehensive investment services, including portfolio management, wealth management, and financial planning.
Corda Investment Management, LLC

8955 KATY FREEWAY

HOUSTON, TX 77024-1626

$1.73B

Assets Under Management

3

Total Clients

24

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Fowlkes’s Registration & Firm History

TX

07/30/2015 - Present

Corda Investment Management, LLC (HOUSTON TX)

NY

05/09/2002 - 07/29/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

06/21/2001 - 03/28/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/30/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/25/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Alan Fowlkes.
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