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Bobby Lee Hashaway

Commerce Street Investment Management

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About Bobby Lee Hashaway

Bobby Lee Hashaway is a financial professional with over 13 years of experience in the industry. Bobby has a Series 7, Series 24, Series 66, and Series 79 license and has been registered with Commerce Street Investment Management since 2012. Bobby specializes in providing financial planning and investment management services for individuals, corporations, and pooled investment vehicles. Bobby also provides pension consulting services.

Firm Information

Bobby Hashaway is currently registered with Commerce Street Investment Management. Commerce Street Investment Management, located in Dallas, TX, is an investment advisor with a focus on pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles. The firm manages approximately $745 million in assets for a variety of clients, including charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
Commerce Street Investment Management

1445 ROSS AVENUE, SUITE 2700

DALLAS, TX 75202

$745.15M

Assets Under Management

1

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of assets on committed capital, % of client investable assets

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Bobby Hashaway’s Registration & Firm History

TX

01/04/2012 - Present

Commerce Street Investment Management (DALLAS TX)

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Licenses & Designations

BOTH

Issued 02/02/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 06/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bobby Lee Hashaway.
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