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Kathy Lynne Colby

DOMINION WEALTH ADVISORS, INC.·HORSESHOE BAY, Texas
DOMINION WEALTH ADVISORS, INC.
9000 HIGHWAY 2147 WEST, HORSESHOE BAY, TX 78657CRD# 1280917Firm CRD# 106918

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathy Lynne Colby · HORSESHOE BAY, TX
Registration
CRD #1280917 · DOMINION WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

Kathy Lynne Colby is a registered financial advisor based in HORSESHOE BAY, Texas, affiliated with DOMINION WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
DOMINION PORTFOLIO MANAGEMENT, INC.
DOMINION PORTFOLIO MANAGEMENT, INC.
AUM
$153M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at DOMINION PORTFOLIO MANAGEMENT, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1280917
Firm CRD# 106918
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathy Lynne Colby offer?
Kathy Lynne Colby specializes in Investment Management, Fee-Only Advisory. Contact their office in HORSESHOE BAY, Texas for a consultation.
What are Kathy Lynne Colby's credentials?
Kathy Lynne Colby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathy Lynne Colby located?
Kathy Lynne Colby is based in HORSESHOE BAY, Texas, working with DOMINION WEALTH ADVISORS, INC.. Their office serves clients in the HORSESHOE BAY metropolitan area and surrounding communities.
How does Kathy Lynne Colby charge for services?
Kathy Lynne Colby's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOMINION WEALTH ADVISORS, INC.?
DOMINION WEALTH ADVISORS, INC. has approximately 21 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DOMINION WEALTH ADVISORS, INC.

Rix Carlton Smith
HORSESHOE BAY, TX
Shirley Mae Crisler
HORSESHOE BAY, TX
Cameron Edward Shropshire
HORSESHOE BAY, TX
Edmund Marcellus Cowart
HORSESHOE BAY, TX
Jimmy Dale Phillips
HORSESHOE BAY, TX
Mark Wayne Archambo
HORSESHOE BAY, TX

More Advisors in HORSESHOE BAY, Texas

Sue Neel Mayo
DOMINION PORTFOLIO MANAGEMENT, INC.·HORSESHOE BAY, TX
William Neel Mayo
DOMINION PORTFOLIO MANAGEMENT, INC.·HORSESHOE BAY, TX

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Research
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