Thomas Brister, financial advisor Evergreen CO

Thomas Brister

CRD Number: 2772222
Current Firm: Dominion Portfolio Management, Inc.

Thomas Brister (CRD# 2772222) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Evergreen, CO and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Evergreen, CO Jul 2023 - Current < 1
Dominion Portfolio Management, Inc. Horseshoe Bay, TX Oct 2011 - Current 12
Financial Advisory By Thomas S. Brister - Ria Evergreen, CO Apr 1988 - Current 35
Dominion Investor Services, Inc. Evergreen, CO Jul 1996 - Jun 2023 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Thomas A. Brister
Phone Number: 813-264-0440
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    188
    MILLIONS
  • Total Number of Accounts
    922
    ACCOUNTS
  • Average Account Value
    $203,965
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, FL, GA, IL, IN, KS, KY, LA, MI, MO, MS, TX, WA

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