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LG

Lesley L. Groux

CORDA INVESTMENT MANAGEMENT
Houston, TX 77024-1626
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CRD#: 6719441
LG

Professional summary


Lesley Larkin Groux, who also goes by Lesley Larkin Thomason, is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.

Lesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Lesley has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lesley Larkin Thomason

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 Lesley Larkin Groux'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

October 31, 2025 - Present

CORDA INVESTMENT MANAGEMENT, LLC

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

November 22, 2016 - September 8, 2025

HINES PRIVATE WEALTH SOLUTIONS LLC

BD
CRD#: 128145
HOUSTON, TX

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
(10/31/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/30/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

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)


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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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