Dominguez Wealth Management Solutions, Inc.
Dominguez Wealth Management Solutions, Inc. (CRD# 173083) is a financial advisory firm headquartered in Williamsburg, VA. They manage $58,950,264 in 352 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management59MILLION
Total Number of Accounts352ACCOUNTS
Average Account Value$167,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
PA, TX, VA
Jeffrey Dominguez (CRD# 5483499) is an Investment Advisor Representative working at Dominguez Wealth Management Solutions, Inc. in Williamsburg, VA and has over 8 years of experience in the finance industry. Jeffrey Dominguez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.