William Hester, financial advisor Horseshoe Bay TX
93 score

William Hester

CRD Number: 1992112
Current Firm: Dominion Portfolio Management, Inc.

William Hester (CRD# 1992112) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Horseshoe Bay, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Dominion Investor Services, Inc. Horseshoe Bay, TX Feb 2017 - Current 1
Dominion Portfolio Management, Inc. Horseshoe Bay, TX Feb 2017 - Current 1
Hester & Company, Pc Canton, TX Sep 2005 - Current 12
Hester Financial Associates, Inc. Canton, TX Jan 1988 - Current 30
W. Dale Hester Insurance Services Canton, TX Jan 1987 - Current 31
Summit Brokerage Services, Inc. Canton, TX Sep 2016 - Feb 2017 < 1
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Feb 2017 < 1
Vsr Advisory Services Overland Park, KS Aug 2007 - Sep 2016 9
Vsr Financial Services, Inc. Overland Park, KS Sep 2005 - Sep 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for William D. Hester
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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