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KH

Kevin P. Hopkins

CORDA INVESTMENT MANAGEMENT
Houston, TX 77024-1626
Some features on this profile are disabled
CRD#: 2719093
KH

Professional summary

Kevin P Hopkins, who also goes by Kevin Patrick Hopkins, is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Kevin has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kevin Patrick Hopkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin P Hopkins's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 15, 2018 - Present

CORDA INVESTMENT MANAGEMENT, LLC

Office #1: 8955 Katy Freeway Suite 200, Houston, TX 77024-1626
RIA
CRD#: 108046
Houston, TX
Past

January 26, 2017 - March 8, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

December 6, 2016 - March 8, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
Houston, TX
Past

November 10, 2008 - September 13, 2016

TD AMERITRADE, INC.

RIA
CRD#: 7870
HOUSTON, TX
Past

November 10, 2008 - September 13, 2016

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
HOUSTON, TX
Past

November 10, 2008 - September 13, 2016

TD AMERITRADE, INC.

BD
CRD#: 7870
HOUSTON, TX
Past

January 24, 2007 - November 12, 2008

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
THE WOODLANDS, TX
Past

December 14, 2006 - November 12, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
THE WOODLANDS, TX
Past

April 24, 2006 - December 7, 2006

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SAN JOSE, CA
Past

October 26, 2005 - December 7, 2006

TD AMERITRADE, INC.

RIA
CRD#: 7870
SAN JOSE, CA
Past

October 26, 2005 - December 7, 2006

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN JOSE, CA
Past

July 6, 2005 - October 4, 2005

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
COVINGTON, LA
Past

July 6, 2005 - October 4, 2005

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

June 15, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
COVINGTON, LA
Past

June 15, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

March 2, 2005 - June 3, 2005

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
MANDEVILLE, LA
Past

January 21, 2005 - March 2, 2005

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
MANDEVILLE, LA
Past

July 28, 2004 - June 10, 2005

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

July 25, 2003 - November 25, 2003

TD AMERITRADE, INC.

RIA
CRD#: 7870
NEW ORLEANS, LA
Past

March 29, 1999 - November 25, 2003

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

November 3, 1997 - November 3, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 3, 1997 - November 3, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

April 23, 1996 - January 8, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CORDA INVESTMENT MANAGEMENT, LLC
BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA
Registered Investment Advisory firm - (12/20/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/15/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/25/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/10/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 5/17/1996
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 4/22/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/25/2000
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/12/2000
General Securities Sales Supervisor - Options Module Examination

Current Firm

CI
CORDA INVESTMENT MANAGEMENT, LLC
BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA
Registered Investment Advisory firm - (12/20/1999 Approved)
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Contact information

Main Address
8955 Katy Freeway Suite 200, Houston, TX 77024-1626
Mailing Address
Phone number
(713) 439-0665
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORDA INVESTMENT MANAGEMENT ADV BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts2,966
AUM (Assets Under Management)$ 1,726,638,629

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CORDA INVESTMENT MANAGEMENT, LLC

CRD#: 108046Houston, TX 77024-1626

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