Elizabeth SteenCRD Number: 6186494
Current Firm: Frost Investment Services
Elizabeth Steen (CRD# 6186494) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 7 years of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Frost Investment Services||San Antonio, TX||Jan 2017 - Current||5|
|Frost Brokerage Services||San Antonio, TX||Apr 2013 - Current||8|
|Frost Bank||San Antonio, TX||Feb 2009 - Apr 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2021|
Total Assets Under Management2,048MILLIONS
Total Number of Accounts2,009ACCOUNTS
Average Account Value$1,019,554
- 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
AZ, CA, FL, GA, KS, LA, MO, NC, NM, OK, SC, TN, TX, WA
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