Don BoydCRD Number: 1321182
Current Firm: Dominion Portfolio Management, Inc.
Don Boyd (CRD# 1321182) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Amarillo, TX and has over 31 years of experience in the finance industry.
Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group
Cason Capital Management Ltd.
|Dominion Portfolio Management, Inc.||Horseshoe Bay, TX||Apr 2011 - Current||5|
|Dominion Investor Services, Inc.||Horseshoe Bay, TX||Mar 1994 - Current||22|
|The Boyd Agency/boyd Financial Services||Amarillo, TX||Sep 1983 - Current||33|
|Dominion Financial Advisors, Inc.||San Antonio, TX||Jan 2006 - Nov 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 1996|
Total Assets Under Management17MILLIONS
Total Number of Accounts106ACCOUNTS
Average Account Value$157,548
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, MI, OK, TN, TX
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