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Terrance Stephen Puhl

Corda Investment Management, LLC

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About Terrance Stephen Puhl

Terrance Puhl is a registered investment advisor representative with Corda Investment Management, LLC. Terrance has been in the industry since 1982 and has experience working with high net worth individuals, charitable organizations, and pension and profit sharing plans. Terrance has passed the Series 7, Series 63, and Series 65 exams. Terrance has worked previously at Sanders Morris Harris Inc., PaineWebber Incorporated, Rotan Mosle Inc., and E. F. Hutton & Company Inc. Corda Investment Management, LLC is a registered investment advisor with the SEC and provides investment advice to individuals, businesses, and institutions.

Firm Information

Terrance Puhl 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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Terrance Puhl’s Registration & Firm History

TX

07/10/2012 - Present

Corda Investment Management, LLC (HOUSTON TX)

TX

01/29/1997 - 04/30/2012

SANDERS MORRIS HARRIS INC. (HOUSTON TX)

NJ

01/01/1991 - 01/20/1997

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

07/17/1987 - 01/01/1991

ROTAN MOSLE INC.

NA

03/02/1982 - 01/19/1987

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 06/17/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terrance Stephen Puhl.
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