Unclaimed Profile

Dana Wahl Barnes

CORDA INVESTMENT MANAGEMENT, LLC·HOUSTON, Texas

Clean recordCORDA INVESTMENT MANAGEMENT, LLC

8955 KATY FREEWAY, HOUSTON, TX 77024-1626CRD# 6756734Firm CRD# 108046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dana Wahl Barnes · HOUSTON, TX

Registration

CRD #6756734 · CORDA INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dana Wahl Barnes is a registered financial advisor based in HOUSTON, Texas, affiliated with CORDA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CORDA INVESTMENT MANAGEMENT, LLC

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CORDA INVESTMENT MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6756734

Firm CRD# 108046

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dana Wahl Barnes offer?

Dana Wahl Barnes specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Dana Wahl Barnes's credentials?

Dana Wahl Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dana Wahl Barnes located?

Dana Wahl Barnes is based in HOUSTON, Texas, working with CORDA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Dana Wahl Barnes charge for services?

Dana Wahl Barnes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORDA INVESTMENT MANAGEMENT, LLC?

CORDA INVESTMENT MANAGEMENT, LLC has approximately 27 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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