Randall Smith, financial advisor Marble Falls TX

Randall Smith

CRD Number: 2947453
Current Firm: Dominion Portfolio Management, Inc.

Randall Smith (CRD# 2947453) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Marble Falls, TX and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Horseshoe Bay, TX Jul 2023 - Current < 1
Dominion Portfolio Management, Inc. Horseshoe Bay, TX May 2011 - Current 12
Circle R Ranch Harper, TX May 1985 - Current 38
Dominion Investor Services, Inc. Horseshoe Bay, TX Aug 1997 - Jun 2023 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1997
Contact Info for Randall W. Smith
Phone Number: 813-264-0440
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    153
    MILLIONS
  • Total Number of Accounts
    950
    ACCOUNTS
  • Average Account Value
    $161,059
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, FL, GA, IL, IN, KS, KY, LA, MI, MO, MS, TX, WA

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