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Joseph Marino St george

Dominion Portfolio Management, Inc.

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About Joseph Marino St george

Joseph Marino St george is a financial advisor who has been in the industry since March 2011. Joseph is currently registered with Dominion Portfolio Management, Inc. and is also registered in Missouri as an investment advisor representative. Prior to joining Dominion Portfolio Management, Inc., Joseph was employed at Dominion Investor Services, Inc., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, GWFS EQUITIES, INC., and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. Joseph is a Series 6, 7, 63 and 65 licensed professional.

Firm Information

Joseph St george is currently registered with Dominion Portfolio Management, Inc.. Dominion Portfolio Management, Inc. is a registered investment advisor based in Marble Falls, Texas. The firm manages approximately $153 million in assets for 950 clients, primarily individuals. Dominion Portfolio Management, Inc. provides portfolio management services for individuals.
Dominion Portfolio Management, Inc.

1002 MARBLE HEIGHTS DR

MARBLE FALLS, TX 78654

$153.01M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph St george’s Registration & Firm History

MO

11/17/2020 - Present

Dominion Portfolio Management, Inc. (KANSAS CITY MO)

MO

11/16/2020 - 07/21/2023

DOMINION INVESTOR SERVICES, INC. (KANSAS CITY MO)

KS

06/09/2016 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAWRENCE KS)

KS

09/02/2014 - 06/01/2016

GWFS EQUITIES, INC. (OVERLAND PARK KS)

KS

03/02/2011 - 09/02/2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 07/06/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/01/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Marino St george.
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