Antonio Dominguez

World Advisory Services

20 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

World Advisory Services

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

261 advisors

Number of Clients

3,473 clients

Average Client Portfolio

$500K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$10K

Location

12647 Alcosta Boulevard, Suite 440, San Ramon, CA, 94583

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Antonio officiates youth basketball and is also a basketball official. He is also an insurance agent, selling life, disability, and long-term care insurance, and is an insurance general agent, dedicating minimal time to this.