Dalsamy Porrata-DoriaCRD Number: 4583027
Current Firm: Corda Investment Management, LLC
Dalsamy Porrata-Doria (CRD# 4583027) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 15 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Corda Investment Management, LLC||Houston, TX||Dec 2013 - Current||4|
|Bank Of America, N.a.||Houston, TX||Dec 2012 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Nov 2012 - Dec 2013||1|
|J.p. Morgan Securities LLC||Houston, TX||Oct 2012 - Nov 2012||< 1|
|Chase Investment Services Corp||Tomball, TX||May 2011 - Nov 2012||1|
|Unemployed||Houston, TX||Jan 2011 - May 2011||< 1|
|Symetra Financial||Bellevue, WA||Apr 2008 - Jan 2011||2|
|Symetra Investment Services, Inc.||Bellevue, WA||Apr 2008 - Jan 2011||2|
|Td Ameritrade Inc.||The Woodlands, TX||Nov 2007 - Apr 2008||< 1|
|Ifmg Securities, Inc.||Houston, TX||Aug 2006 - Nov 2007||1|
|Jp Morgan Chase Bank||Houston, TX||Jun 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management865MILLIONS
Total Number of Accounts2,455ACCOUNTS
Average Account Value$352,292
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
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