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Charles Maraggia

Advisor at Dominion Portfolio Management, Inc.

Updated today

Location

Carthage, TX 75633

Credentials

Series 63, Series 65

Industry experience

5 years

About

Charles Maraggia is a financial advisor at Dominion Portfolio Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management since 2021. Prior to his advisory career, he served in law enforcement with the Frisco and Grand Prairie Police Departments and was a member of the U.S. Army Reserves. Outside of advisory work, he is also an agent for New Era Life Insurance Company, focusing on fixed annuities and life insurance. Dominion Portfolio Management serves individual, high-net-worth, and business clients with fee-based portfolio management tailored to investor profiles. The firm employs a range of investment strategies using individual securities, ETFs, mutual funds, and third-party managers, and is affiliated with Calton & Associates, Inc. and PeakShares LLC.

Client services

Based on Dominion Portfolio Management, Inc.

Portfolio management

Expertise

Based on Dominion Portfolio Management, Inc.

Annuities

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Fee options

Percentage

2.65% annually

Commissions

Commission-based compensation earned separately by registered representatives and insurance agents affiliated with the firm; commissions on securities, mutual funds, variable annuities, and insurance products.

Other

Account minimum: $50,000

Location

1509 West Panola

Carthage, TX 75633

Most active in

Texas

Work history

Calton & Associates, Inc.

2023 - Present (3 years)

Dominion Portfolio Management, Inc.

2021 - Present (5 years)

Dominion Investor Services, Inc.

2020 - 2023 (3 years)

Frisco Police Department

2017 - 2020 (3 years)

Grand Prairie Police Department

2014 - 2017 (3 years)

U.S. Army Reserves

2013 - 2020 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Drew N

Series 63, Series 66

Marble Falls, TX

Dominion Portfolio Management, Inc.

Drew Nixon is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Dominion Portfolio Management since 2017 and has held prior roles at several firms including Summit Financial Group and VSR Advisory Services. Outside of advisory work, Nixon is a partner in a CPA firm and is involved in several non-investment-related business ventures, including an events rental company and a ranch partnership. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management on discretionary and non-discretionary bases. The firm customizes investment strategies using a combination of fundamental, technical, and economic analysis, offering a range of approaches from long-term allocations to shorter-term trading across various asset classes.

Annuities
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David M

Series 63, Series 65

Carthage, TX

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Carthage, TX

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Carthage, TX

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Series 66

Carthage, TX

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