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Eyal Lavie

Corda Investment Management, LLC

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About Eyal Lavie

Eyal Lavie is an investment advisor representative with Corda Investment Management, LLC. Eyal Lavie has been in the industry since 2006. Eyal Lavie has passed the Series 66 and Series 7 exams. Eyal Lavie is registered in Colorado and Texas. Eyal Lavie is a member of the Corda Investment Management, LLC team. Eyal Lavie's experience includes prior roles at TD Ameritrade, Inc. and Ameriprise Financial Services, Inc.. Eyal Lavie's expertise includes financial planning, portfolio management for businesses and individuals, and specializations in investment management.

Firm Information

Eyal Lavie 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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Eyal Lavie’s Registration & Firm History

TX

01/15/2014 - Present

Corda Investment Management, LLC (HOUSTON TX)

TX

09/04/2008 - 10/02/2012

TD AMERITRADE, INC. (AUSTIN TX)

TX

04/04/2006 - 08/26/2008

AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 04/24/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eyal Lavie.
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