Misty ThompsonCRD Number: 6300667
Current Firm: Frost Investment Services
Misty Thompson (CRD# 6300667) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has 1 year of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Frost Brokerage Services||San Antonio, TX||Feb 2020 - Current||1|
|Frost Investment Services||San Antonio, TX||Feb 2020 - Current||1|
|Frost Investment Services||San Antonio, TX||Oct 2019 - Feb 2020||< 1|
|Frost Brokerage Services||San Antonio, TX||Feb 2014 - Feb 2020||6|
|Frost Bank||San Antonio, TX||Feb 2014 - Dec 2019||5|
|Frost Bank||San Antonio, TX||May 2008 - Feb 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
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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