Joyce
Briskin
Dominion Portfolio Management, Inc
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About this Advisor
Joyce Briskin is a financial advisor based in San Antonio, Texas with a total of 17 years of relevant experience. Briskin currently works for Dominion Portfolio Management, Inc. Their career trajectory has included roles at Dominion Investor Services, Inc and Dominion Portfolio Management, Inc. Briskin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Texas. Dominion Portfolio Management, Inc is an advisory firm that has its headquarters in Horseshoe Bay, TX. The company has offices in 14 locations and a total of 21 people on staff. It has $188 million in total assets between its 922 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 922 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in investable assets. Dominion Portfolio Management, Inc offers portfolio management for individuals and small businesses. A financial advisor's fees largely depend on which service is offered. However, fees billed by Dominion Portfolio Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dominion Portfolio Management, Inc Brokerage Details
$188,055,684
21
922
$203,965
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Joyce Briskin Work History
Joyce has been registered as a financial advisor for 17 years.*
Dominion Portfolio Management, Inc
Dominion Investor Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joyce Briskin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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