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 with over 30 years of experience in the industry. He is a Certified Financial Planner and currently registered with Dominion Portfolio Management, Inc. Thomas has a deep understanding of the financial markets and a proven track record of helping clients achieve their financial goals. He has previously held positions at Dominion Investor Services, Inc., T.L. Reed Securities, Inc., Source Securities, Inc., American Pacific Securities Corporation, Universal Heritage Investments Corporation, Mountain States Investments and Investment Management & Research, Inc. Thomas provides clients with financial planning, investment and insurance products, cash management and budgeting, and insurance including life, health and disability. He also provides clients the opportunity to purchase precious metals, coins and gems.
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
01/17/2006 - Present
Dominion Portfolio Management, Inc. (EVERGREEN CO)
CO
04/23/1991 - 07/19/2023
DOMINION INVESTOR SERVICES, INC. (EVERGREEN CO)
NA
02/09/1989 - 12/31/1990
T.L. REED SECURITIES, INC.
NA
11/07/1985 - 01/26/1989
SOURCE SECURITIES, INC.
NA
08/20/1985 - 11/08/1985
AMERICAN PACIFIC SECURITIES CORPORATION
NA
12/06/1982 - 08/20/1985
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
NA
12/08/1980 - 08/23/1982
MOUNTAIN STATES INVESTMENTS
NA
04/24/1975 - 12/26/1980
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
11/15/1968 - 10/29/1975
FINANCIAL SERVICE CORPORATION OF AMERICA
BC
Issued 04/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/28/1972
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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