Advisor at Dominion Portfolio Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dominion Portfolio Management, Inc.
Location
Marble Falls, TX 78654
Credentials
Series 63, Series 66
Industry experience
39 years
2.65% annually
Commissions earned by registered representatives and insurance agents separate from advisory fees; includes asset-based sales charges, service fees, 12b-1 fees, and insurance commissions
Account minimum: $50,000
Calton & Associates, Inc
2023 - Present (3 years)
Dominion Portfolio Management, Inc.
2017 - Present (9 years)
Dominion Investor Services, Inc.
2017 - 2023 (6 years)
Summit Financial Group Inc
2016 - 2017 (1 year)
Summit Brokerage Services, Inc.
2016 - 2017 (1 year)
VSR Advisory Services
2007 - 2016 (9 years)
Texas Financial Center
2005 - Present (21 years)
VSR Financial Services Inc
2005 - 2016 (11 years)
Drew Nixon, CPA
1985 - Present (41 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Carthage, TX
Dominion Portfolio Management, Inc.
Series 63, Series 65
Carthage, TX
Cetera
Series 63, Series 66
Carthage, TX
Edward Jones
Series 66
Carthage, TX
Edward Jones
Series 66
Carthage, TX
Cetera
Series 66
Carthage, TX
Edward Jones
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