Frost Investment Services
Frost Investment Services (CRD# 286129) is a financial advisory firm headquartered in San Antonio, TX. They manage $2,737,039,224 in 2,792 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management2,737MILLION
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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
Alma Alcoser (CRD# 4163196) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 18 years of experience in the finance industry.
Justin Davis (CRD# 2710377) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 28 years of experience in the finance industry.
Kimberly Elliott (CRD# 6939348) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 5 years of experience in the finance industry.
James Holland (CRD# 5640863) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 15 years of experience in the finance industry.
Sylvester Johnson (CRD# 5879629) is an Investment Advisor Representative working at Frost Investment Services in Friendswood, TX and has over 11 years of experience in the finance industry.
Gerald Mattingly (CRD# 2510024) is an Investment Advisor Representative working at Frost Investment Services in The Woodlands, TX and has over 29 years of experience in the finance industry.
Dana O'toole (CRD# 2463769) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 17 years of experience in the finance industry.
Natalya Barnett (CRD# 6108018) is an Investment Advisor Representative working at Frost Investment Services in Austin, TX and has over 11 years of experience in the finance industry.
Jeffrey Beckel (CRD# 2683276) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 27 years of experience in the finance industry.
David Blanco (CRD# 6404002) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 9 years of experience in the finance industry.