Brian Raupp, financial advisor Houston TX

Brian Raupp

CRD Number: 5997681
Current Firm: Corda Investment Management, LLC

Brian Raupp (CRD# 5997681) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 12 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Corda Investment Management Houston, TX May 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Brian A. Raupp
Phone Number: 713-439-0665
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,563
    MILLIONS
  • Total Number of Accounts
    2,953
    ACCOUNTS
  • Average Account Value
    $529,148
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, LA, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY

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