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Joy Elizabeth Lawrence

Dominion Portfolio Management, Inc.

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About Joy Elizabeth Lawrence

Joy Elizabeth Lawrence is a registered investment advisor representative with Dominion Portfolio Management, Inc.. Joy Elizabeth Lawrence has been in the securities industry since May 2005. Joy Elizabeth Lawrence has a Series 66 license. Joy Elizabeth Lawrence has been registered with Dominion Portfolio Management, Inc. since April 2013. Joy Elizabeth Lawrence is also registered with the following states: California, Delaware, Georgia, Illinois, Kansas, Louisiana, Michigan, Mississippi, Tennessee, and Texas.

Firm Information

Joy Lawrence 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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Joy Lawrence’s Registration & Firm History

TX

04/04/2013 - Present

Dominion Portfolio Management, Inc. (MARBLE FALLS TX)

TX

05/19/2005 - 07/21/2023

DOMINION INVESTOR SERVICES, INC. (HORSESHOE BAY TX)

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Licenses & Designations

BOTH

Issued 05/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2011

Series 7 - General Securities Representative Examination

BC

Issued 05/18/2005

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joy Elizabeth Lawrence.
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