David Puente, financial advisor San Antonio TX

David Puente

CRD Number: 7504109
Current Firm: Frost Investment Advisors, LLC

David Puente (CRD# 7504109) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has 1 year of experience in the finance industry.

Similar Advisors
George Fisher, financial advisor San Antonio TX
George F. Fisher
CRD# 3266677
Boynton Financial LLC
Similar Advisors
Bryan Abbott, financial advisor San Antonio TX
Bryan E. Abbott
CRD# 2511275
S.b. Value Partners, LP
Similar Advisors
Lauren Aberle, financial advisor San Antonio TX
Lauren M. Aberle
CRD# 6533372
Edward Jones
Company Name Location Dates Years
Frost Investment Advisors, LLC San Antonio, TX Aug 2023 - Current < 1
Frost Investment Advisors, LLC San Antonio, TX Aug 2021 - Aug 2023 2
Ernst And Young San Antonio, TX Aug 2020 - Aug 2021 1
Unemployed San Antonio, TX May 2020 - Aug 2020 < 1
Tarleton State University Stephenville, TX May 2018 - May 2020 2
Frost Bank San Antonio, TX Jul 2017 - May 2018 < 1
Allied Universal Security San Antonio, TX Aug 2016 - Jul 2017 < 1
University Of Texas At San Antonio San Antonio, TX Jun 2016 - Aug 2016 < 1
Heb Crystal City/san Antonio, TX Jul 2013 - Jun 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for David Puente
Phone Number: 210-220-5070
Firm Website: https://www.frostinv.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.