Vernon
Roberts
Corda Investment Management, LLC
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About this Advisor
Vernon Roberts is a financial advisor based in Houston, Texas, working with Corda Investment Management, LLC. Vernon has previously held positions at Global Financial Services, LLC, Gfs Advisors, LLC, Valic Financial Advisors, Inc, and Corda Investment Management, LLC. Vernon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Vernon is part of Corda Investment Management, LLC, which operates out of Houston, Texas. The firm has 6 offices and 27 employees. The firm manages assets totaling $1.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Corda Investment Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Corda Investment Management, LLC Brokerage Details
$1,562,573,916
27
2,953
$529,148
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Vernon Roberts Work History
Corda Investment Management, LLC
Valic Financial Advisors, Inc
Global Financial Services, LLC
Gfs Advisors, LLC
Disclosures
Please visit the SEC profile of Vernon Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corda Investment Management, LLC
Broomfield, CO
Houston, TX
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Austin, TX
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Houston, TX
Houston, TX
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