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FIRM PROFILE
Overview
FROST BROKERAGE SERVICES, INC. is located at 111 W. Houston Street, San Antonio, TX 78205 and was first established at Dallas, Texas in 03/21/1986. After operating for 40 years, FROST BROKERAGE SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FROST BROKERAGE SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. FROST BROKERAGE SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FROST BROKERAGE SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 6 disclosures, 4 being regulatory events, 1 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FROST BROKERAGE SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FROST BROKERAGE SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for FROST BROKERAGE SERVICES, INC. Comes From
Understanding the Statistics for FROST BROKERAGE SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
111 W. Houston Street, San Antonio, TX 78205
P.o. Box 2538, San Antonio, TX 78299
Medium
(210) 220-5000
Texas since 03/21/1986
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at FROST BROKERAGE SERVICES, INC.
Robert Edward Burks
Dana Renee O'toole
Timothy Ramsey Mccormick
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