BH
Bobby D. Hinkle
MAIN STREET INVESTMENT MANAGEMENT
Edmond, OK 73013
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CRD#: 5770047
BH
Professional summary
Bobby D Hinkle, who also goes by Bobby Hinkle, is a registered financial advisor currently at MAIN STREET INVESTMENT MANAGEMENT located in Edmond, Oklahoma.
Bobby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bobby has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bobby Hinkle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BUSINESS OR ACTIVITY NAME: PSYMBIENCE
INVESTMENT RELATED: NO
COMPENSATION RECEIVED? None
ADDRESS OF BUSINESS:EDMOND, OK 73034
NATURE OF BUSINESS: MUSIC COMPOSITION, RECORDING AND PERFORMANCE
YOUR POSITION, TITLE, ASSOCIATION: DRUMMER
START DATE OF RELATIONSHIP: 1998
NUMBER OF HOURS DEVOTED PER MONTH:20-35
NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0
YOUR DUTIES:HELP WRITE SONGS AND PLAY THE DRUMS.
BUSINESS OR ACTIVITY NAME: Main Street Loans, LLC
INVESTMENT RELATED: No
COMPENSATION RECEIVED?
ADDRESS OF BUSINESS: EDMOND, OK
NATURE OF BUSINESS: Mortgage Loan Origination
YOUR POSITION, TITLE, ASSOCIATION: Managing Member/Loan Originator
START DATE OF RELATIONSHIP: 08/2018
NUMBER OF HOURS DEVOTED PER MONTH: 2
NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0
YOUR DUTIES: Loan origination
BUSINESS OR ACTIVITY NAME: Main Street Tax, LLC
INVESTMENT RELATED: No
COMPENSATION RECEIVED?
ADDRESS OF BUSINESS: EDMOND, OK
NATURE OF BUSINESS: Referral service for tax services
YOUR POSITION, TITLE, ASSOCIATION: Managing Member
START DATE OF RELATIONSHIP: 01/2020
NUMBER OF HOURS DEVOTED PER MONTH: 4
NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 2
YOUR DUTIES: Referring people to tax advisors and reviewing tax returns
BUSINESS OR ACTIVITY NAME: Advanced Planning Specialists, LLC
INVESTMENT RELATED: no
COMPENSATION RECEIVED?
ADDRESS OF BUSINESS: EDMOND, OK
NATURE OF BUSINESS: Business consultant
YOUR POSITION, TITLE, ASSOCIATION: Managing Member
START DATE OF RELATIONSHIP: 07/2018
NUMBER OF HOURS DEVOTED PER MONTH:4
NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0
YOUR DUTIES: Business consulting services
BUSINESS OR ACTIVITY NAME: Main Street Advisors, LLC
INVESTMENT RELATED: yes
COMPENSATION RECEIVED?
ADDRESS OF BUSINESS: EDMOND, OK
NATURE OF BUSINESS: Insurance sales and service
YOUR POSITION, TITLE, ASSOCIATION: Managing Member/Insurance Agent
START DATE OF RELATIONSHIP: 02/2012
NUMBER OF HOURS DEVOTED PER MONTH: 200
NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 130
YOUR DUTIES: Insurance Sales and service
BUSINESS OR ACTIVITY NAME: Legacy Tree Foundation
INVESTMENT RELATED: Yes
COMPENSATION RECEIVED?
ADDRESS OF BUSINESS: Brentwood, TN
NATURE OF BUSINESS: Charitable Foundation
YOUR POSITION, TITLE, ASSOCIATION: Charitable Advisor
START DATE OF RELATIONSHIP: 02/2021
NUMBER OF HOURS DEVOTED PER MONTH: Less than 1
NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0
YOUR DUTIES: Referring clients who are interested in charitable strategies
CRS (Client Relationship Summary) - RIA
Click below to view Bobby D Hinkle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 10, 2012 - Present
MAIN STREET INVESTMENT MANAGEMENT
Office #1: 13920 N. Western Ave, Edmond, OK 73013Office #2: 13920 N. Western Ave, Edmond, OK 73013RIA
CRD#: 161452
Edmond, OK
Past
October 31, 2018 - October 23, 2020
ELITE INVESTMENT TEAM LLC
RIA
CRD#: 296922
Edmond, OK
Past
May 28, 2010 - February 23, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
OKLAHOMA CITY, OK
Past
May 10, 2010 - February 23, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
OKLAHOMA CITY, OK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(5/10/2012)
IAR
Texas(9/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
MS
MAIN STREET INVESTMENT MANAGEMENT
MAIN STREET INVESTMENT MANAGEMENT | MAIN STREET INVESTMENT MANAGEMENT, LLC
CRD#: 161452 / SEC#:
Oklahoma
Registered Investment Advisory firm - (5/10/2012 Approved)Texas
Registered Investment Advisory firm - (9/20/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13920 N. Western Ave, Edmond, OK 73013
Mailing Address
Phone number
(405) 285-5566
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 336 |
| AUM (Assets Under Management) | $ 62,238,058 |
Red Flags
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Company Information
MAIN STREET INVESTMENT MANAGEMENT
CRD#: 161452Edmond, OK 73013TRUST BUT VERIFY
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