Eyal Lavie, financial advisor Houston TX

Eyal Lavie

CRD Number: 5051392
Current Firm: Corda Investment Management, LLC

Eyal Lavie (CRD# 5051392) 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.

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Company Name Location Dates Years
Corda Investment Management, LLC Houston, TX Jan 2014 - Current 7
Holyland Mamaliga LLC Austin, TX Feb 2013 - Current 8
Selavie Group LLC Austin, TX Dec 2012 - Current 8
Tdameritrade Austin, TX Aug 2008 - Oct 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Eyal Lavie
Phone Number: 713-439-0665
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,243
    MILLIONS
  • Total Number of Accounts
    2,500
    ACCOUNTS
  • Average Account Value
    $497,195
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

AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI

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