Frost Investment Services
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About this Advisor
Brian Maguire is a certified financial planner and chartered financial analyst who is based in Austin, Texas. Currently an advisor at Frost Investment Services, they have accumulated 14 years of practice in the financial advisory industry. Maguire holds a Series 63 license, certifying them as a securities representative. Maguire is registered to act as an advisor based out of Texas. Their career trajectory has included roles at Frost National Bank, Frost Brokerage Services, Frost Investment Advisors, LLC and Frost Bank. Frost Investment Services is headquartered in Austin, Texas, and operates out of five other locations throughout the country. As a firm, Frost Investment Services oversees $1 billion in assets throughout 922 client accounts and retains more than 91 people. The level of assets currently under the firm's management makes it one of the bigger financial advisory firms in the United States. The firm manages 921 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Frost Investment Services can offer financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
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Frost Investment Services Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brian Maguire Work History
Brian has 14 years of experience.
Frost Brokerage Services
Frost Investment Advisors, LLC
Frost Brokerage Services
Frost National Bank
Brian Maguire has no disclosures.
Please visit their SEC profile for more details.