Benjamin Deweese (CRD# 5410471) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 16 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commerce Street Capital LLC | Dallas, TX | Jan 2016 - Current | 8 |
| Commerce Street Investment Advisor LLC | Dallas, TX | Jan 2016 - Current | 8 |
| Realty Capital Securities, LLC | Boston, MA | Jan 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management745MILLIONS
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Total Number of Accounts70ACCOUNTS
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Average Account Value$10,644,945
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, CT, FL, IL, LA, MA, MS, NE, NH, NJ, NY, OK, TX, WY
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