Luther Meythaler (CRD# 859160) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 14 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Commerce Street Capital, LLC | Dallas, TX | Sep 2020 - Current | 3 |
Commerce Street Investment Management | Dallas, TX | Sep 2020 - Current | 3 |
Mgi Funds Distributors, LLC | The Hills, TX | Mar 2020 - Sep 2020 | < 1 |
Mgi Funds Distributors, LLC | The Hills, TX | Jan 2020 - Feb 2020 | < 1 |
Mercer Investments LLC | Boston, MA | Jan 2011 - Feb 2020 | 9 |
Mmc Securities Corp. | Boston, MA | Mar 2011 - Dec 2019 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2011 |
S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
- TX
-
Total Assets Under Management745MILLIONS
-
Total Number of Accounts70ACCOUNTS
-
Average Account Value$10,644,945
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, CT, FL, IL, LA, MA, MS, NE, NH, NJ, NY, OK, TX, WY
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