Doug Graumann (CRD# 2497329) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Wenatchee, WA and has over 29 years of experience in the finance industry.
CRD# 5471160
Edward Jones
CRD# 4535419
Blackburn Financial
CRD# 5273233
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Marble Falls, TX | Jul 2023 - Current | < 1 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay, TX | Jan 2018 - Current | 6 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Jan 2018 - Jun 2023 | 5 |
| Kms Financial Services, Inc. | Seattle, WA | Jan 2012 - Dec 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- WA
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts950ACCOUNTS
-
Average Account Value$161,059
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, FL, GA, IL, IN, KS, KY, LA, MI, MO, MS, TX, WA
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