Jeffrey Dominguez is a CFP-designated registered investment advisor, based in Williamsburg, VA, with 17 years of industry experience.
Location
304 Bulifants Boulevard, Suite 101, Williamsburg, VA, 23188
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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 →Other Business ActivitiesSells Insurance
Jeffrey sells fixed insurance products and fixed annuities, dedicating minimal time during securities trading hours. He also provides tax preparation and analysis, investment advisory, and tax planning services, and is an independent insurance agent, spending about a quarter of his time on insurance sales.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Dominguez Wealth Management Solutions, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations12 states
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