Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane Cameron Davis is a financial advisor with over 30 years of experience in the industry. Duane has a Series 7, 24, 63, and 66 license and has worked with firms such as A.G. Edwards & Sons, Inc., Bear, Stearns & Co. Inc., Kidder, Peabody & Co. Incorporated, Banc One Securities Corporation, Chase Investment Services Corp., LPL Financial LLC, and Scottrade, Inc. Duane is currently registered with Corda Investment Management, LLC as an Investment Advisor Representative. Duane primarily specializes in portfolio management for businesses and individuals, and offers financial planning services. Duane has over 1,300 clients and approximately $1.73 billion in assets under management.
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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2
TX
02/28/2019 - Present
Corda Investment Management, LLC (HOUSTON TX)
TX
05/02/2012 - 03/08/2018
SCOTTRADE, INC. (FRISCO TX)
TX
01/13/2006 - 12/31/2011
LPL FINANCIAL LLC (HIGHLAND VILLAGE TX)
IL
07/06/2005 - 01/17/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/03/1993 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
04/06/1992 - 11/12/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/15/1990 - 09/13/1991
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/24/1986 - 06/20/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 05/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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