Bobby BoyceCRD Number: 4614782
Current Firm: Commerce Street Investment Management
Bobby Boyce (CRD# 4614782) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 15 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Commerce Street Capital, LLC||Dallas, TX||Apr 2014 - Current||3|
|Commerce Street Investment Advisors LLC||Dallas, TX||Apr 2014 - Current||3|
|Spire Securities, LLC||Dallas, TX||Apr 2012 - Apr 2014||2|
|Mcgowan Group Asset Management||Dallas, TX||Apr 2012 - Apr 2014||2|
|1st Global Capital Corp.||Dallas, TX||Dec 2008 - Apr 2012||3|
|1st Global Advisors, Inc.||Dallas, TX||Dec 2008 - Apr 2012||3|
|Southwest Securities||Dallas, TX||Oct 2008 - Dec 2008||< 1|
|1st Global Advisors, Inc.||Dallas, TX||Feb 2008 - Oct 2008||< 1|
|1st Global Insurance Services, Inc.||Dallas, TX||Aug 2006 - Oct 2008||2|
|1st Global Capital Corp.||Dallas, TX||Jun 2006 - Oct 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management102MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$14,622,763
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CT, IL, LA, NE, NH, NY, OK, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.