Brooke H. Naghavi
Professional summary
Brooke Hudson Naghavi, who also goes by Brooke Nicole Hudson, Brooke N Hudson, Brooke Hudson Naghavi, is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.
Brooke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brooke has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brooke Hudson Naghavi's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2018 - Present
CORDA INVESTMENT MANAGEMENT, LLC
Office #1: 8955 Katy Freeway Suite 200, Houston, TX 77024-1626January 30, 2017 - April 9, 2018
FROST BROKERAGE SERVICES, INC.
December 12, 2011 - December 19, 2016
FS INVESTMENT SOLUTIONS, LLC
February 10, 2011 - December 8, 2011
HINES PRIVATE WEALTH SOLUTIONS LLC
January 20, 2010 - December 9, 2010
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
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
(5/23/2018)
Exams
Current 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
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.
