Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Brister is a financial advisor currently associated with Dominion Portfolio Management, Inc.. Thomas has been working in the financial services industry since 1997 and has a strong record of success. Thomas holds the Series 6, 7, 63, and 65 licenses. Thomas is committed to providing clients with personalized financial advice and is dedicated to helping them achieve their financial goals. Thomas offers portfolio management services for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
10/18/2011 - Present
Dominion Portfolio Management, Inc. (EVERGREEN CO)
CO
05/22/1997 - 07/19/2023
DOMINION INVESTOR SERVICES, INC. (EVERGREEN CO)
IA
Issued 10/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Brister is the right advisor for you? Invested Better is here to help.
