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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.