Frost Investment Services

Frost Investment Services (CRD# 286129) is a financial advisory firm headquartered in San Antonio, TX. They manage $2,048,283,297 in 2,009 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2,048
    MILLION
  • Total Number of Accounts
    2,009
    ACCOUNTS
  • Average Account Value
    $1,019,554
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, KS, LA, MO, NC, NM, OK, SC, TN, TX, WA

Financial Advisors at Frost Investment Services
Showing 1 - 10 of 153 top financial advisors.
1
Bryan T. Adkison
CRD#: 2759268
1000 Walnut Creek Drive, Mansfield, TX 76063

Bryan Adkison (CRD# 2759268) is an Investment Advisor Representative working at Frost Investment Services in Mansfield, TX and has over 25 years of experience in the finance industry.

2
Tracy L. Allen
CRD#: 5216520
201 E. Shore Dr., The Woodlands, TX 77380

Tracy Allen (CRD# 5216520) is an Investment Advisor Representative working at Frost Investment Services in The Woodlands, TX and has over 11 years of experience in the finance industry.

3
Brian S. Alphin
CRD#: 5990236
1000 Walnut Creek Drive, Mansfield, TX 76063

Brian Alphin (CRD# 5990236) is an Investment Advisor Representative working at Frost Investment Services in Mansfield, TX and has over 6 years of experience in the finance industry.

4
Gilbert M. Araiza
CRD#: 4667272
1700 Post Oak Blvd, Suite 400, Houston, TX 77056

Gilbert Araiza (CRD# 4667272) is an Investment Advisor Representative working at Frost Investment Services in Houston, TX and has over 22 years of experience in the finance industry. Gilbert Araiza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Salman Asif
CRD#: 6331269
201 S. Egret Bay Blvd, Ste 100, Leagus City, TX 77573

Salman Asif (CRD# 6331269) is an Investment Advisor Representative working at Frost Investment Services in Leagus City, TX and has over 7 years of experience in the finance industry.

6
Evans S. Attwell
CRD#: 1218527
2443 Westheimer, Houston, TX 77098

Evans Attwell (CRD# 1218527) is an Investment Advisor Representative working at Frost Investment Services in Houston, TX and has over 27 years of experience in the finance industry.

7
Alex R. Bahun
CRD#: 5963782
3525 Far West Blvd., Austin, TX 78731

Alex Bahun (CRD# 5963782) is an Investment Advisor Representative working at Frost Investment Services in Austin, TX and has over 10 years of experience in the finance industry.

8
Garrick M. Behelfer
CRD#: 4234881
1 Blvd Place, 1700 Post Oak Blvd, Houston, TX 77056

Garrick Behelfer (CRD# 4234881) is an Investment Advisor Representative working at Frost Investment Services in Houston, TX and has over 13 years of experience in the finance industry.

9
Joshua A. Black
CRD#: 6450350
23701 Cinco Ranch Blvd, Suite 100, Katy, TX 77494

Joshua Black (CRD# 6450350) is an Investment Advisor Representative working at Frost Investment Services in Katy, TX and has over 6 years of experience in the finance industry.

10
Rebecca A. Boyd
CRD#: 4017986
1250 N.e. Loop 410, San Antonio, TX 78293

Rebecca Boyd (CRD# 4017986) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 22 years of experience in the finance industry.

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