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
Robert Clark (CRD# 7605810) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has 1 year of experience in the finance industry.
Harold Clay (CRD# 7163341) is an Investment Advisor Representative working at Frost Investment Services in Austin, TX and has over 3 years of experience in the finance industry.
Regina Garza (CRD# 7211759) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has 1 year of experience in the finance industry.
Raul Gonzalez (CRD# 6974269) 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.
Cody Hundley (CRD# 5216174) 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.
Jesse Jaco (CRD# 7490008) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 2 years of experience in the finance industry.
Holden Janysek (CRD# 7777428) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has 1 year of experience in the finance industry.
Christine Kellogg (CRD# 6627120) 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.
Laura Lewis-Roe (CRD# 4349518) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 23 years of experience in the finance industry.
Juan Lopez (CRD# 7184221) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 4 years of experience in the finance industry.