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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Hopkins is a registered investment advisor representative with Corda Investment Management, LLC. Kevin has been in the industry since 1996 and holds a Series 63, Series 66, Series 7, Series 9, Series 10, and Series 31 licenses. Kevin has experience with a variety of firms, including TD Ameritrade, Inc., Scottrade, Inc., and Fidelity Brokerage Services LLC. Kevin specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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
03/15/2018 - Present
Corda Investment Management, LLC (HOUSTON TX)
TX
12/06/2016 - 03/08/2018
SCOTTRADE, INC. (Houston TX)
TX
11/10/2008 - 09/13/2016
TD AMERITRADE, INC. (HOUSTON TX)
TX
12/14/2006 - 11/12/2008
FIDELITY BROKERAGE SERVICES LLC (THE WOODLANDS TX)
CA
10/26/2005 - 12/07/2006
TD AMERITRADE, INC. (SAN JOSE CA)
IL
07/06/2005 - 10/04/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/15/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
AL
07/28/2004 - 06/10/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NE
03/29/1999 - 11/25/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MN
11/03/1997 - 11/03/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/03/1997 - 11/03/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/23/1996 - 01/08/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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