Bryan
Adkison

Frost Investment Services

CRD#2759268
Investment Advisor
in Mansfield, TX

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About this Advisor

Bryan Adkison is a financial advisor operating in Mansfield, Texas with a total of 1 year of relevant experience. Adkison is an advisor for Frost Investment Services. Throughout their career, Adkison has worked at Frost Investment Services, Frost Brokerage Services and Frost National Bank. Adkison has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in Louisiana, Ohio and Texas. Frost Investment Services is a company operating out of San Antonio, TX. It has offices in 50 locations and a total of 105 advisors. It manages $2 billion in assets under management between its 2,897 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 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. Frost Investment Services performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management are based on which services the firm provides the client. Fees charged by Frost Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1000 N Walnut Creek Dr
Mansfield, TX 76063

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Frost Investment Services Brokerage Details

Total Assets Under Management

$2,408,896,769

TX Average: $3,042,739,679
Total Number of Employees

105

TX Average: 49
Total Number of Accounts

2,897

TX Average: 2,315
Average Account Size

$831,514

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Bryan Adkison Work History

Bryan has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Frost Investment Services

2003 - Present (21 years)

Frost Brokerage Services

2003 - 2019 (16 years)

Frost National Bank

*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 Bryan Adkison 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

Elizabeth Steen
San Antonio, TX
Pamela Milstead
Spring, TX
John Shorter
San Antonio, TX
John Deberry
San Antonio, TX
Duncan Morrow
San Antonio, TX
Brian Nelson
Fort Worth, TX
Taylor Thorne
Austin, TX
Alex Bahun
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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