Michael
Bradford

Dominion Portfolio Management, Inc

CRD#3189397
Investment Advisor
in Houston, TX

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About this Advisor

Michael Bradford is a financial advisor based in Houston, Texas, working with Dominion Portfolio Management, Inc. Michael has previously held positions at Lpl Financial, LLC, Dominion Portfolio Management, Inc, Calton & Associates, Inc, Dominion Investor Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Dominion Portfolio Management, Inc, which operates out of Houston, 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

Houston, TX

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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

Michael Bradford Work History

2023 - Present (2 years)

Calton & Associates, Inc

2016 - Present (9 years)

Dominion Portfolio Management, Inc

2015 - Present (10 years)

Lpl Financial, LLC

2016 - 2023 (7 years)

Dominion Investor Services, Inc

2011 - 2015 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2015 (4 years)

Bank Of America, N.A

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Disclosures

Please visit the SEC profile of Michael Bradford 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

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