Sharyl
Boyce

Commerce Brokerage Services, Inc

CRD#4267037
Investment Advisor
in Springfield, MO

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About this Advisor

Sharyl Boyce is a financial advisor operating in Springfield, Missouri with a total of 18 years of industry experience. Boyce works at Commerce Brokerage Services, Inc. Their career trajectory has included roles at Commerce Brokerage Services, Inc and Commerce Bank. Boyce holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Missouri and Texas. Commerce Brokerage Services, Inc is a registered investment firm headquartered in Saint Louis, MO. The firm has offices in 33 locations and a total of 37 financial advisors. It administers $650 million in assets across its 3,570 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 3,570 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. Commerce Brokerage Services, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees typically are based on which services the firm provides the client. Fees billed by Commerce Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1345 E. Battlefield
Springfield, MO 65804

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Commerce Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$650,363,405

MO Average: $11,469,110,461
Total Number of Employees

37

MO Average: 458
Total Number of Accounts

3,570

MO Average: 33,415
Average Account Size

$182,175

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Sharyl Boyce Work History

Sharyl has been registered as a financial advisor for 18 years.*

2000 - Present (24 years)

Commerce Brokerage Services, Inc

2000 - Present (24 years)

Commerce Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sharyl Boyce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commerce Brokerage Services, Inc

John Stevens
Springfield, MO
James Blalock
Kansas City, MO
Dallas Clemens
Saint Louis, MO
Seth Keethler
Saint Louis, MO
Nathan Stucky
Saint Louis, MO
Karen Harth
Kansas City, MO
Claude Wilson
Saint Louis, MO
Daniel Esselman
Lees Summit, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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