Lance Walston, financial advisor San Angelo TX
83 score

Lance Walston

CRD Number: 4440958
Current Firm: Dominion Portfolio Management, Inc.

Lance Walston (CRD# 4440958) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in San Angelo, TX and has over 16 years of experience in the finance industry.

Similar Advisors
Robert Allcorn, financial advisor San Angelo TX
Robert G. Allcorn
CRD# 3008802
Wells Fargo Clearing Services, LLC
Score
96
Similar Advisors
John Cecil, financial advisor San Angelo TX
John S. Cecil
CRD# 3179847
Lpl Financial LLC
Score
96
Similar Advisors
Lisa Eady, financial advisor San Angelo TX
Lisa K. Eady
CRD# 2216156
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Dominion Investor Services, Inc. Horseshoe Bay, TX Aug 2017 - Current < 1
Dominion Portfolio Management, Inc. Horseshoe Bay, TX Aug 2017 - Current < 1
Lpl Financial San Angelo, TX Dec 2009 - Aug 2017 7
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Dec 2009 < 1
Raymond James Financial Services Inc. San Angelo, TX Dec 2006 - Dec 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S66 NASAA Uniform Combined State Law Examination Jan 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lance C. Walston
Phone Number: 210-265-8050
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $188,790
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, IN, LA, MI, OK, TN, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Lance Walston and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.