Michael Macias (CRD# 7006089) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 2 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Frost Brokerage Services, Inc. | Carrollton, TX | Apr 2024 - Current | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Aug 2022 - Apr 2024 | 1 |
| Nylife Securities LLC | San Antonio, TX | Sep 2018 - Aug 2022 | 3 |
| New York Life Insurnance Co | San Antonio, TX | Aug 2018 - Aug 2022 | 4 |
| Texas Veterans Security | San Antonio, TX | Jan 2018 - Jul 2018 | < 1 |
| Our Lady Of The Lake | San Antonio, TX | Mar 2016 - Jan 2018 | 1 |
| United States Army | Fort Polk, LA | Oct 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- TX
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Total Assets Under Management2,737MILLIONS
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Total Number of Accounts2,792ACCOUNTS
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Average Account Value$980,315
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, KS, LA, MD, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA
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