Brian Raupp, financial advisor Houston TX
90 score

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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Corda Investment Management Houston, TX May 2011 - Current 5
Unemployed Chicago, IL Oct 2010 - May 2011 < 1
Donovan, Schayer And Massey Chicago, IL Jul 2007 - Oct 2010 3
Smw Trading Chicago, IL Aug 2006 - Jul 2007 < 1
Allendale Mchenry, IL May 2006 - Aug 2006 < 1
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
    702
    MILLIONS
  • Total Number of Accounts
    2,056
    ACCOUNTS
  • Average Account Value
    $341,440
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

AZ, CA, CO, CT, FL, GA, HI, IL, LA, MA, MI, MN, MO, MS, NJ, NM, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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