Blake
Leffingwell
Frost Investment Services
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About this Advisor
Blake Leffingwell is a financial advisor based in San Antonio, Texas, working with Frost Investment Services. Blake has previously held positions at Purshe Kaplan Sterling Investments, Texas A&M University, Texas A&M Corps Of Cadets Housing, Texas A&M University Residence Life, R Bank Texas, Hyde Park High School, Thrivent Advisor Network Dba 49 Financial, 49 Wealth Management, LLC, Cetera Advisors LLC, Cetera Investment Advisers LLC, and Frost Brokerage Services, Inc. Blake has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Blake is part of Frost Investment Services, which operates out of San Antonio, Texas. The firm has 50 offices and 166 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Frost Investment Services includes asset-based fees.
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Frost Investment Services Brokerage Details
$2,737,039,224
166
2,792
$980,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Blake Leffingwell Work History
Frost Brokerage Services, Inc
Cetera Investment Advisers LLC
49 Wealth Management, LLC
Cetera Advisors LLC
Purshe Kaplan Sterling Investments
Thrivent Advisor Network Dba 49 Financial
Texas A&M Corps Of Cadets Housing
Texas A&M University Residence Life
Texas A&M Corps Of Cadets Housing
R Bank Texas
R Bank Texas
R Bank Texas
Texas A&M University
R Bank Texas
Hyde Park High School
Disclosures
Please visit the SEC profile of Blake Leffingwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Frost Investment Services
San Antonio, TX
San Antonio, TX
Houston, TX
San Antonio, TX
Southlake, TX
Fort Worth, TX
San Antonio, TX
San Antonio, TX
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