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David Julian

David Julian

CORDA INVESTMENT MANAGEMENT
Houston, TX 77024-1626
Some features on this profile are disabled
CRD#: 6793638
David Julian

Professional summary

David Julian, CFP®, who also goes by David W Julian, David Wayne Julian, is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. David has worked at 3 firms and has passed the Series 66, Series 31, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David W Julian | David Wayne Julian

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.
Effective August 2025, Mr. Julian discloses an outside business activity of Estate Planning Services through HK Legacy Law, PLLC ("HKLL"). This is fully disclose on Mr. Julian's ADV 2B Brochure Supplement and is also disclosed as part of Corda's services on the Firm Brochure related to Estate Planning Services. HKLL is a law firm that is not affiliated with or related to Corda. Through HKLL, CORDA clients can access attorney led estate planning document preparation and other legal services. Although Corda recommends clients use the services of HKLL, clients are not obligated or required to use such services or HKLL, and Corda is not paid for the referral to HKLL. The services of CORDA and HKLL are separate and distinct from one another, each with a separate agreement for services rendered. There is no common ownership between CORDA and HKLL. HKLL Is located in Houston, Texas.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Julian'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

March 20, 2025 - Present

CORDA INVESTMENT MANAGEMENT, LLC

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

May 11, 2021 - April 1, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Houston, TX
Past

May 11, 2021 - April 1, 2025

MORGAN STANLEY

BD
CRD#: 149777
Houston, TX
Past

July 6, 2017 - February 8, 2021

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
THE WOODLANDS, TX
Past

June 9, 2017 - February 8, 2021

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
THE WOODLANDS, 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
(3/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 9/9/2019
Futures Managed Funds Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/9/2017
General Securities Representative 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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