Frost Investment Services
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About this Advisor
Carleen Pirro is a certified financial planner who works in Dallas, Texas, with a total of 18 years of experience as a financial advisor. Pirro is on the advisory team at Frost Investment Services. Pirro has gained experience at Frost Brokerage Services, Frost Investment Services and Frost National Bank. Pirro maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Frost Investment Services is a financial advisory company that has its headquarters in Dallas, Texas. The firm has offices in five locations and a total of 91 people on staff. It administers $1 billion in total assets between its 922 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 922 accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets. Frost Investment Services provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees are based on the financial services. However, fees billed by Frost Investment Services typically consist of 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
Carleen Pirro Work History
Carleen has 18 years of experience.
Frost Investment Services
Frost National Bank
Frost Brokerage Services
Carleen Pirro has no disclosures.
Please visit their SEC profile for more details.