Unclaimed Profile

Bobby Don Boyce

COMMERCE STREET INVESTMENT ADVISOR, LLC·DALLAS, Texas

SIE, Series 7, Series 7TO, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record18 years registeredCOMMERCE STREET INVESTMENT ADVISOR, LLC

1445 ROSS AVENUE, SUITE 2700, DALLAS, TX 75202CRD# 4614782Firm CRD# 144278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bobby Don Boyce · DALLAS, TX

Registration

CRD #4614782 · COMMERCE STREET INVESTMENT ADVISOR, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMMERCE STREET INVESTMENT ADVISOR, LLC

USAA INVESTMENT SERVICES COMPANY

Aug 2018 – Jun 2020

ADDISON, TX

COMMERCE STREET INVESTMENT MANAGEMENT

Apr 2014 – Feb 2018

DALLAS, TX

MCGOWAN GROUP ASSET MANAGEMENT, INC.

Apr 2012 – Nov 2014

DALLAS, TX

1ST GLOBAL ADVISORS INC

Dec 2008 – Apr 2012

DALLAS, TX

SOUTHWEST SECURITIES, INC.

Oct 2008 – Dec 2008

DALLAS, TX

1ST GLOBAL ADVISORS INC

Feb 2008 – Oct 2008

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · February 20, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMMERCE STREET INVESTMENT ADVISOR, LLC

CRD 144278 · SEC 801-68792

AUM

$745M

Regulatory assets under management

Employees

70 client accounts

Services offered by COMMERCE STREET INVESTMENT ADVISOR, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at COMMERCE STREET INVESTMENT ADVISOR, LLC →

Introduction

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Frequently Asked Questions

What services does Bobby Don Boyce offer?

Bobby Don Boyce specializes in Investment Management, Retirement Planning, Wealth Management.

What are Bobby Don Boyce's credentials?

Bobby Don Boyce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bobby Don Boyce located?

Bobby Don Boyce is based in DALLAS, Texas, last registered with COMMERCE STREET INVESTMENT ADVISOR, LLC.

How does Bobby Don Boyce charge for services?

Bobby Don Boyce's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: % of assets on committed capital, % of client investable assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMMERCE STREET INVESTMENT ADVISOR, LLC?

COMMERCE STREET INVESTMENT ADVISOR, LLC has approximately 16 employees and manages $745M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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