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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2,737
    MILLION
  • Total Number of Accounts
    2,792
    ACCOUNTS
  • Average Account Value
    $980,315
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Frost Investment Services
Showing 21 - 30 of 37 top financial advisors.
21
Richard Maurer
CRD#: 4545185
111 West Houston Street, San Antonio, TX 78205

Richard Maurer (CRD# 4545185) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 21 years of experience in the finance industry.

22
Timothy R. McCormick
CRD#: 1080598
111 West Houston Street, San Antonio, TX 78205

Timothy McCormick (CRD# 1080598) 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.

23
Ashley M. McDonald
CRD#: 6554630
10767 Kuykendahl Rd, The Woodlands, TX 77382

Ashley McDonald (CRD# 6554630) is an Investment Advisor Representative working at Frost Investment Services in The Woodlands, TX and has over 8 years of experience in the finance industry.

24
Greg A. Montgomery
CRD#: 7545148
111 West Houston Street, San Antonio, TX 78205

Greg Montgomery (CRD# 7545148) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has 1 year of experience in the finance industry.

25
Liliana Moreno
CRD#: 4715620
23701 Cinco Ranch Blvd, Ste 100, Katy, TX 77494

Liliana Moreno (CRD# 4715620) is an Investment Advisor Representative working at Frost Investment Services in Katy, TX and has over 20 years of experience in the finance industry.

26
Duncan M. Morrow
CRD#: 5934646
111 West Houston Street, San Antonio, TX 78205

Duncan Morrow (CRD# 5934646) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 12 years of experience in the finance industry.

27
Randall L. Moshier
CRD#: 5691942
111 West Houston Street, San Antonio, TX 78205

Randall Moshier (CRD# 5691942) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 14 years of experience in the finance industry.

28
Michael J. Parsley
CRD#: 6304629
111 West Houston Street, San Antonio, TX 78205

Michael Parsley (CRD# 6304629) 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.

29
Edwige J. Paylim
CRD#: 6383583
111 West Houston Street, San Antonio, TX 78205

Edwige Paylim (CRD# 6383583) 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.

30
Jose Rangel
CRD#: 7030308
111 West Houston Street, San Antonio, TX 78205

Jose Rangel (CRD# 7030308) 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.

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