Bobby Boyce, financial advisor Dallas TX
93 score

Bobby Boyce

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Commerce Street Capital, LLC Dallas, TX Apr 2014 - Current 2
Commerce Street Investment Advisors LLC Dallas, TX Apr 2014 - Current 2
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
Contact Info for Bobby D. Boyce
Phone Number: 214-545-6800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    102
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $14,622,763
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CT, IL, LA, NE, NH, NY, OK, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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