Unclaimed Profile

Vernon Keith Roberts

CORDA INVESTMENT MANAGEMENT, LLC·HOUSTON, Texas

SIE, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record29 years registeredCORDA INVESTMENT MANAGEMENT, LLC

8955 KATY FREEWAY, HOUSTON, TX 77024-1626CRD# 1196897Firm CRD# 108046

Profile Verification

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

Identity

Vernon Keith Roberts · HOUSTON, TX

Registration

CRD #1196897 · CORDA INVESTMENT MANAGEMENT, LLC · 29 years registered

Brand Profile

Not yet started

Career History

CORDA INVESTMENT MANAGEMENT, LLC

Aug 2022 – present

VALIC FINANCIAL ADVISORS, INC.

Nov 2014 – Jul 2022

HOUSTON, TX

GFS ADVISORS LLC

Jun 2008 – Dec 2014

HOUSTON, TX

GLOBAL FINANCIAL SERVICES, LLC

Jun 2008 – Aug 2008

HOUSTON, TX

USF SERVICES, LLC

Sep 2007 – Jun 2008

HOUSTON, TX

USF ALTERNATIVE SERVICES, LLC

Sep 2007 – Jun 2008

HOUSTON, TX

USF ADVISORS, LLC

Aug 2007 – Jun 2008

HOUSTON, TX

STANFORD GROUP COMPANY

Feb 2004 – Aug 2007

HOUSTON, TX

AMERICAN GENERAL FINANCIAL ADVISORS, INC.

Aug 2002 – May 2004

HOUSTON, TX

VALIC FINANCIAL ADVISORS, INC.

Jul 1997 – Feb 2004

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · July 17, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORDA INVESTMENT MANAGEMENT, LLC

CRD 108046 · SEC 801-57097

AUM

$1.6B

Regulatory assets under management

Employees

2,953 client accounts

Services offered by CORDA INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORDA INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Vernon Keith Roberts offer?

Vernon Keith Roberts specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Vernon Keith Roberts's credentials?

Vernon Keith Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vernon Keith Roberts located?

Vernon Keith Roberts 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 Vernon Keith Roberts charge for services?

Vernon Keith Roberts'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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