Duane Davis (CRD# 1570974) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 37 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Corda Investment Management, LLC | Houston, TX | Feb 2019 - Current | 5 |
Consulting And Real Estate Investments | Dallas, TX | Mar 2018 - Feb 2019 | < 1 |
Scottrade,inc. | Frisco, TX | Apr 2012 - Mar 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1986 |
S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- FL
- TX
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Total Assets Under Management1,563MILLIONS
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Total Number of Accounts2,953ACCOUNTS
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Average Account Value$529,148
- 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, 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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