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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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