Joseph St George (CRD# 5893217) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Kansas City, MO and has over 13 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Kansas City, MO | Jul 2023 - Current | < 1 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay, TX | Nov 2020 - Current | 3 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Nov 2020 - Jun 2023 | 2 |
| Tiaa | Lawrence, KS | Jun 2016 - Nov 2020 | 4 |
| Tiaa-cref Individual & Institutional Services, LLC | Lawrence, KS | Jun 2016 - Nov 2020 | 4 |
| Gwfs Equities, Inc. / Empower Retirement | Overland Park, KS | Sep 2014 - May 2016 | 1 |
| J.p. Morgan Institutional Investments, Inc. | Overland Park, KS | Feb 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- MO
-
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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