Carleen
Pirro
Frost Investment Services
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About this Advisor
Carleen Pirro is a financial advisor based in Dallas, Texas, working with Frost Investment Services. Carleen has previously held positions at Frost Brokerage Services, Frost National Bank, and Frost Investment Services. Carleen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Maryland, and Texas. Currently, Carleen is part of Frost Investment Services, which operates out of Dallas, 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
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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
Carleen Pirro Work History
Frost Investment Services
Frost Brokerage Services
Frost National Bank
Disclosures
Please visit the SEC profile of Carleen Pirro 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
Southlake, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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