William Dale Hester
Investment adviser representative at Dominion Portfolio Management, Inc.
39 yearsExperience
1 stateRegistered in
$277.1MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
39 years in the industry.
- Calton & Associates, IncJun 2023 to now
- Dominion Portfolio Management, Inc.Feb 2017 to now
- Hester & Company, PcSep 2005 to now
- Hester Financial Associates, Inc.Jan 1988 to now
- W. Dale Hester Insurance ServicesJan 1987 to now
- Dominion Investor Services, Inc.Feb 2017 to Jun 2023
- Summit Brokerage Services, Inc.Sep 2016 to Feb 2017
- Summit Financial Group IncSep 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dominion Portfolio Management, Inc.
$277.1MAssets managed
782Clients
18Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1992112
- Firm CRD
- 106918