Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dale Hester is a financial professional with over 34 years of experience in the financial services industry. William is currently registered with Dominion Portfolio Management, Inc. and has been registered with this firm since February 23, 2017. William has also held previous roles with Dominion Investor Services, Inc., Summit Brokerage Services, Inc., VSR Financial Services, Inc., SunAmerica Securities, Inc., and First American National Securities, Inc. William has passed multiple securities exams, including the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the General Securities Representative Examination. William is registered in several states, including Texas, Colorado, and North Dakota. William's specialties include individual portfolio management.
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.
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2
TX
02/23/2017 - Present
Dominion Portfolio Management, Inc. (MARBLE FALLS TX)
TX
02/23/2017 - 07/20/2023
DOMINION INVESTOR SERVICES, INC. (CANTON TX)
TX
09/01/2016 - 03/06/2017
SUMMIT BROKERAGE SERVICES, INC. (CANTON TX)
TX
09/27/2005 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (CANTON TX)
AZ
11/08/1989 - 09/30/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
10/12/1989 - 11/16/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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