Brian
Molin
Frost Investment Services
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About this Advisor
Brian Molin is a financial advisor based in Houston, Texas with 1 year of relevant experience. Molin works at Frost Investment Services. Throughout their career, they have worked at Capital One, N.A, Capital One Investment Services, LLC, Rgp, Horn Solutions, Frost Brokerage Services, Frost Investment Services, Frost Bank, Principal Life Insurance Company and Principal Securities Inc. Molin maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in Texas. Frost Investment Services is an advisory firm that has its headquarters in San Antonio, TX. The company has offices in 50 locations and a total of 105 people on staff. It handles $2 billion in total assets across its 2,897 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 2,897 client accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management vary depending on which services the firm provides the client. Fees billed by Frost Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frost Investment Services Brokerage Details
$2,408,896,769
105
2,897
$831,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brian Molin Work History
Brian has been registered as a financial advisor for 1 years.*
Frost Brokerage Services
Frost Bank
Frost Brokerage Services
Frost Investment Services
Frost Bank
Horn Solutions
Principal Life Insurance Company
Principal Securities Inc
Rgp
Capital One, N.A
Capital One Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Molin 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
Spring, TX
San Antonio, TX
San Antonio, TX
Austin, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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