Stephanie Acosta (CRD# 6983351) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Jasper, TX and has over 3 years of experience in the finance industry.
CRD# 5289553
Edward Jones
CRD# 6477322
Edward Jones
CRD# 2373433
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Jasper, TX | Jun 2023 - Current | < 1 |
| Dominion Portfolio Management, Inc. | Marble Falls, TX | Sep 2020 - Current | 3 |
| Texas Financial Center | Jasper, TX | Jul 2018 - Current | 5 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Jun 2019 - Jun 2023 | 4 |
| Jackson Abstract | Jasper, TX | Jul 2010 - Jun 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- TX
-
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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