Unclaimed
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..
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
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)
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
Active
Inactive
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