Richard ChafeyCRD Number: 1264572
Current Firm: Commerce Street Investment Management
Richard Chafey (CRD# 1264572) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 9 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Commerce Street Capital LLC||Dallas, TX||Sep 2012 - Current||5|
|Samco Capital Markets, Inc.||San Antonio, TX||Apr 2012 - Sep 2012||< 1|
|Self Emplyed||San Antonio, TX||May 2010 - Apr 2012||1|
|Weller, Anderson & Company, Ltd.||Houston, TX||Dec 2008 - Apr 2010||1|
|Laredo National Bank||Laredo, TX||Oct 1999 - Nov 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
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
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