William
Hester

Dominion Portfolio Management, Inc

CRD#1992112
Investment Advisor
in Marble Falls, TX

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About this Advisor

William Hester is a financial advisor based in Marble Falls, Texas, working with Dominion Portfolio Management, Inc. William has previously held positions at Hester Financial Associates, Inc, Vsr Financial Services, Inc, Vsr Advisory Services, Hester & Company, Pc, Summit Brokerage Services, Inc, Summit Financial Group Inc, Dominion Investor Services, Inc, Dominion Portfolio Management, Inc, W. Dale Hester Insurance Services, and Calton & Associates, Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, William is part of Dominion Portfolio Management, Inc, which operates out of Marble Falls, 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

1002 Marble Heights Dr Suite 101
Marble Falls, TX 78654

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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

William Hester Work History

2023 - Present (2 years)

Calton & Associates, Inc

2017 - Present (8 years)

Dominion Portfolio Management, Inc

2005 - Present (20 years)

Hester & Company, Pc

1988 - Present (37 years)

Hester Financial Associates, Inc

1987 - Present (38 years)

W. Dale Hester Insurance Services

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

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William Hester 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
Joy Lawrence
Marble Falls, TX
Michael Bradford
Houston, TX
Joseph St George
Kansas City, MO

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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