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Duane Cameron Davis

Investment Adviser Representative at CORDA INVESTMENT MANAGEMENT, LLC

Vero Beach, FLCRD #1570974Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Duane Cameron Davis has worked in the securities industry since 1988. They are registered to provide investment advisory services in Florida and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/8/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 12/2/1986
SIE
Securities Industry Essentials Examination
Passed 3/8/2018
Series 7
General Securities Representative Examination
Passed 10/18/1986
Series 24
General Securities Principal Examination
Passed 3/9/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First tier1.00%
Second tier0.85%
Third tier0.50%
Fourth tier0.25%
Source

Corda Investment Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORDA INVESTMENT MANAGEMENT, LLCCurrent
2/28/2019Vero Beach, FL
SCOTTRADE INVESTMENT MANAGEMENT
1/25/20173/8/2018Saint Louis, MO
LPL FINANCIAL LLC
1/13/200612/31/2011Highland Village, TX
CHASE INVESTMENT SERVICES CORP.
7/6/20051/17/2006Lewisville, TX
BANC ONE SECURITIES CORPORATION
11/30/20047/6/2005Mckinney, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Duane Cameron Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Duane Cameron Davis - Financial Advisor in Vero Beach, FL | AdvisorFinder