Brice
Everson
Frost Investment Services
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About this Advisor
Brice Everson is a financial advisor based in San Antonio, Texas, working with Frost Investment Services. Brice has previously held positions at Loras College, Vector Marketing, Wabash College, Clinton Lumberkings Bc, Seattle Mariners, Principal Life Insurance Co, Principal Securities Inc, Em6, Ausdal Financial Partners, Inc, and Frost Brokerage Services, Inc. Brice has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Brice 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.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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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
Brice Everson Work History
Frost Brokerage Services, Inc
Ausdal Financial Partners, Inc
Em6
Principal Life Insurance Co
Principal Securities Inc
Loras College
Vector Marketing
Wabash College
Clinton Lumberkings Bc
Seattle Mariners
Disclosures
Please visit the SEC profile of Brice Everson 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
Houston, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Southlake, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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