Charles
Maraggia

Dominion Portfolio Management, Inc

CRD#7298225
Investment Advisor
in Carthage, TX

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About this Advisor

Charles Maraggia is a financial advisor based in Carthage, Texas, working with Dominion Portfolio Management, Inc. Charles has previously held positions at Dominion Investor Services, Inc, Frisco Police Department, Grand Prairie Police Department, U.S. Army Reserves, Dominion Portfolio Management, Inc, and Calton & Associates, Inc. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Charles is part of Dominion Portfolio Management, Inc, which operates out of Carthage, Texas. The firm has 16 offices and 21 employees. The firm manages assets totaling $153.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Dominion Portfolio Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1509 West Panola
Carthage, TX 75633

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Dominion Portfolio Management, Inc Brokerage Details

Total Assets Under Management

$153,005,686

TX Average: $3,042,739,679
Total Number of Employees

21

TX Average: 49
Total Number of Accounts

950

TX Average: 2,315
Average Account Size

$161,059

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Charles Maraggia Work History

2023 - Present (1 year)

Calton & Associates, Inc

2021 - Present (3 years)

Dominion Portfolio Management, Inc

2020 - 2023 (3 years)

Dominion Investor Services, Inc

2017 - 2020 (3 years)

Frisco Police Department

2014 - 2017 (3 years)

Grand Prairie Police Department

2013 - 2020 (7 years)

U.S. Army Reserves

Disclosures

Please visit the SEC profile of Charles Maraggia 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 Dominion Portfolio Management, Inc

Reynaldo Batista
Montgomery, TX
Bryan Clemmons
Athens, TX
Lauren Jason
Canton, TX
Charles Maraggia
Carthage, TX
Doug Graumann
Wenatchee, WA
Joseph St George
Kansas City, MO
Michael Bradford
Houston, TX
Joy Lawrence
Marble Falls, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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