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Johnnie William Driver

Corda Investment Management, LLC

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About Johnnie William Driver

Johnnie William Driver III is an investment advisor representative with Corda Investment Management, LLC. Johnnie has been in the industry since 2004 and has a combined 20 years of experience in the financial services field. Johnnie is registered with the state of Texas as an Investment Advisor Representative. Johnnie specializes in providing financial planning and portfolio management services to individuals and businesses. Johnnie's previous experience includes working at Charles Schwab & Co., Inc., TD Ameritrade, Inc. and Scottrade, Inc..

Firm Information

Johnnie Driver 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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Johnnie Driver’s Registration & Firm History

TX

04/17/2024 - Present

Corda Investment Management, LLC (HOUSTON TX)

TX

04/12/2022 - 01/10/2024

CHARLES SCHWAB & CO., INC. (The Woodlands TX)

TX

10/25/2021 - 12/20/2023

TD AMERITRADE, INC. (The Woodlands TX)

TX

02/26/2018 - 01/11/2021

TD AMERITRADE, INC. (THE WOODLANDS TX)

TX

11/11/2013 - 02/26/2018

SCOTTRADE, INC. (CONROE TX)

TX

03/26/2009 - 10/31/2013

TD AMERITRADE, INC. (THE WOODLANDS TX)

TX

09/21/2007 - 03/09/2009

FIDELITY BROKERAGE SERVICES LLC (THE WOODLANDS TX)

TX

02/21/2007 - 09/04/2007

WACHOVIA SECURITIES, LLC (SPRING TX)

TX

08/03/2004 - 08/15/2006

AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)

MN

08/03/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/28/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Johnnie William Driver.
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