July 3rd, 2020
Bonner Castles Barnes, based in Houston, TX, is an Investment Advisor with 12 years of experience. Bonner is registered with Corda Investment Management, which provides investment advisory services for 1,236 clients.
Bonner Castles Barnes is a Investment Advisor registered with Corda Investment Management. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).
Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.
|FINRA Active||Previously (View Finra BrokerCheck CRD#717481)|
|SEC Active||Yes (View SEC IAPD CRD#717481)|
|Office Address||8955 Katy Fwy #200, Houston, TX 77024|
Bonner works every day to build better portfolios to help clients of CORDA achieve their financial goals. Bonner has a passion for finding great companies that are out of favor with Wall Street and the investing public that pay great dividends to their shareholders. Much like Bonner’s involvement in cycling, to succeed one needs to stay disciplined and steadfast in the process.
|% Assets||Ask Advisor|
Financial professional has not provided their certifications (e.g., CFP, CFA).
Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Bonner Barnes, investor.com identified the following regulatory disclosures.
|Total Years Registered||12 years|
|Total Registered Employers||1|
|Works for an investor.com Trusted firm?||Yes|
Corda Investment Management, registered in 1999, is a Registered Investment Advisor (RIA) in 33 state(s) with a licensed staff of 17 advisors. Corda Investment Management manages $1.2 billion and provides investment advisory services for 1,236 clients (1:73 advisor/client ratio).
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Bonner has been registered as a financial advisor (Investment Advisor) for 12 years.
A financial advisor may provide a variety of financial planning services for Americans. The primary goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services may include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
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