Brian
Nelson
Frost Investment Services
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About this Advisor
Brian Nelson is a financial advisor working in Fort Worth, Texas with 1 year of industry experience. Nelson works at Frost Investment Services. Nelson has gained experience at First Command Financial, First Command Advisory Services, Frost Brokerage Services, Frost Bank and Frost Investment Services. Nelson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Frost Investment Services is a firm that has its headquarters in San Antonio, TX. The investment advisory business has offices in 50 locations and a total of 105 financial advisors. It has $2 billion in total assets between its 2,897 client accounts, making it one of the largest firms in the country by assets under management. The firm advises four charities and foundations. Of its 2,897 accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules depend on which services are offered. However, fee types charged 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 Nelson Work History
Brian has been registered as a financial advisor for 1 years.*
Frost Brokerage Services
Frost Bank
Frost Investment Services
First Command Advisory Services
First Command Financial
First Command Financial
*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 Nelson 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
Spring, TX
Austin, TX
Stafford, TX
Fort Worth, TX
San Antonio, TX
San Antonio, TX
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