Theresa Dollard
Theresa Dollard is a registered investment advisor at Dominion Portfolio Management, INC., based in Tampa, FL, with 32 years of industry experience. Theresa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 782 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.65% |
Fees are billed quarterly in advance and are negotiable. Account values of family members in the same household may be combined to determine fee calculations.
Fee Estimator
Location
2701 N Rocky Point Drive, Suite 1000, Tampa, FL, 33607
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dominion Portfolio Management, INC.
Mutual Trust Asset Mgmt., INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Transamerica Financial Advisors, INC.Broker
Transamerica Financial Advisors, INCBroker
Ing Financial Advisers, LLCBroker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Salvatore Ricco, ChFCCambridge Investment Research Advisors, INC.
- Larry Parkin, CFPHb Wealth
- James Vondrak, CFP, ChFC
- Mark Maurer, CFPCapital Investment Advisory Services, LLC
- Joseph Henninger, CFPQ3 Advisors, LLC
- Kendall Maccagnan, CFPOff the Bay Wealth LLC