Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Bulgerin is an investment advisor representative with Corda Investment Management, LLC. Shane has been in the industry since 2007, and is registered in Texas. Shane is also an active investment advisor representative in Texas. Prior to joining Corda Investment Management, LLC, Shane worked at TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., Fidelity Brokerage Services LLC, and Citigroup Global Markets Inc. Shane has Series 7, SIE, and Series 66 licenses. Shane 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.
1
2
TX
05/10/2022 - Present
Corda Investment Management, LLC (HOUSTON TX)
TX
01/09/2013 - 11/11/2015
TD AMERITRADE, INC. (AUSTIN TX)
TX
08/08/2012 - 01/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
04/26/2011 - 07/27/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
04/17/2009 - 05/03/2010
FIDELITY BROKERAGE SERVICES LLC (SAN ANTONIO TX)
TX
04/09/2008 - 03/27/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
08/24/2007 - 02/28/2008
TD AMERITRADE, INC. (AUSTIN TX)
TX
03/19/2007 - 08/13/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 08/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Shane Bulgerin is the right advisor for you? Invested Better is here to help.
