Teresa S. Queal
Professional summary
Teresa S. Queal, who also goes by Teresa K. Queal, Teresa Queal, Teresa K Sory, Teresa Kaye Sory, is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.
Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Teresa has worked at 3 firms and has passed the Series 66, Series 63, Series 3, Series 55, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Teresa S. Queal's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 6, 2012 - Present
CORDA INVESTMENT MANAGEMENT, LLC
Office #1: 8955 Katy Freeway Suite 200, Houston, TX 77024-1626October 24, 2012 - November 2, 2012
SANDERS MORRIS LLC
July 22, 2003 - November 2, 2012
SANDERS MORRIS LLC
May 14, 1998 - December 16, 2002
LIGHTSPEED PROFESSIONAL TRADING LLC
Primary Firm SEC Registration
CORDA INVESTMENT MANAGEMENT, LLC
CRD#: 108046 / SEC#: 801-57097
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/6/2012)
Exams
Series 55
Date: 9/14/1999
Limited Representative-Equity Trader ExamCurrent Firm
CORDA INVESTMENT MANAGEMENT, LLC
CRD#: 108046 / SEC#: 801-57097
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 1,726,638,629 |
Red Flags
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