Timothy Wolfcale (CRD# 1410116) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 38 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 7438882
Worthwise Financial Partners
CRD# 4928336
Worthen Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corda Investment Management, LLC | Houston, TX | Jan 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- CO
- 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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