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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Carmack is a registered Investment Advisor Representative with Corda Investment Management, LLC. Jamie Carmack has over 20 years of experience in the financial services industry. Jamie Carmack specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Corda Investment Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
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
01/24/2023 - Present
Corda Investment Management, LLC (Tyler TX)
AZ
03/31/2022 - 01/25/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
TX
02/12/2021 - 03/15/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Longview TX)
TX
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (TYLER TX)
TX
01/09/2002 - 02/26/2018
SCOTTRADE, INC. (TYLER TX)
RI
03/14/2001 - 01/15/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NE
06/28/1999 - 02/23/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 01/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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