Drew
Nixon

Dominion Portfolio Management, Inc

CRD#1610065
Investment Advisor
in Carthage, TX

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About this Advisor

Drew Nixon is a financial advisor based in Carthage, Texas, working with Dominion Portfolio Management, Inc. Drew has previously held positions at Drew Nixon, Cpa, Vsr Financial Services Inc, Vsr Advisory Services, Texas Financial Center, Summit Brokerage Services, Inc, Summit Financial Group Inc, Dominion Investor Services, Inc, Dominion Portfolio Management, Inc, and Calton & Associates, Inc. Drew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Drew 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 66

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

Drew Nixon Work History

2023 - Present (2 years)

Calton & Associates, Inc

2017 - Present (8 years)

Dominion Portfolio Management, Inc

2005 - Present (20 years)

Texas Financial Center

1985 - Present (40 years)

Drew Nixon, Cpa

2017 - 2023 (6 years)

Dominion Investor Services, Inc

2016 - 2017 (1 year)

Summit Brokerage Services, Inc

2016 - 2017 (1 year)

Summit Financial Group Inc

2007 - 2016 (9 years)

Vsr Advisory Services

2005 - 2016 (11 years)

Vsr Financial Services Inc

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Disclosures

Please visit the SEC profile of Drew Nixon 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
Charles Maraggia
Carthage, TX
Lauren Jason
Canton, TX
Doug Graumann
Wenatchee, WA
Joy Lawrence
Marble Falls, TX
Joseph St George
Kansas City, MO
Michael Bradford
Houston, 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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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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