Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Chafey is an active investment advisor representative with Commerce Street Investment Management. Richard has been in the industry since 1994 and has experience at several firms. Richard holds Series 63 and 65 securities licenses. Richard’s expertise includes portfolio management for individuals, businesses, and pooled investment vehicles. Commerce Street Investment Management provides portfolio management and pension consulting services. The firm has a broad range of clients including corporations, individuals, charitable organizations and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets on committed capital, % of client investable assets
1
2
TX
10/02/2012 - Present
Commerce Street Investment Management (DALLAS TX)
TX
05/01/2012 - 09/28/2012
SAMCO CAPITAL MARKETS, INC. (SAN ANTONIO TX)
TX
01/05/2009 - 05/03/2010
WELLER, ANDERSON & CO., LTD. (HOUSTON TX)
TX
10/27/1997 - 06/06/2002
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
TX
05/08/1997 - 10/30/1997
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
NA
06/03/1991 - 12/15/1995
SERVICE ASSET MANAGEMENT COMPANY
NA
08/02/1984 - 06/06/1991
FINSER INVESTMENT COMPANY
IA
Issued 10/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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