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Joyce Lynell Briskin

Dominion Portfolio Management, Inc.

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About Joyce Lynell Briskin

Joyce Lynell Briskin is a financial advisor registered with Dominion Portfolio Management, Inc., located in Marble Falls, TX. Joyce is a well-experienced advisor with over 43 years in the industry. She holds the Series 3, Series 5, Series 7, and Series 63 licenses, and is a registered investment advisor in Texas. Joyce has worked with Dominion Investor Services, Inc., Rauscher Pierce Refsnes, Inc., Kemper Securities Group, Inc., Lovett Underwood Neuhaus & Webb, Inc., and Underwood, Neuhaus & Co., Incorporated. She has experience providing portfolio management services to individuals.

Firm Information

Joyce Briskin 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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Joyce Briskin’s Registration & Firm History

TX

02/06/2006 - Present

Dominion Portfolio Management, Inc. (SAN ANTONIO TX)

TX

02/23/1995 - 07/19/2023

DOMINION INVESTOR SERVICES, INC. (SAN ANTONIO TX)

TX

09/25/1990 - 02/23/1995

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

MO

09/04/1990 - 10/04/1990

KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)

NA

11/13/1989 - 09/04/1990

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

TX

10/12/1988 - 11/13/1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED (HOUSTON TX)

NA

04/24/1980 - 10/19/1988

PAINEWEBBER INCORPORATED

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Licenses & Designations

IA

Issued 09/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/02/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/1982

Series 3 - National Commodity Futures Examination

BC

Issued 10/06/1981

Series 5 - Interest Rate Options Examination

BC

Issued 04/19/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Joyce Lynell Briskin. Review regulatory record here.
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