Lisa
Torres
Frost Investment Services
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About this Advisor
Lisa Torres is a financial advisor based in San Antonio, Texas, working with Frost Investment Services. Lisa has previously held positions at Frost Investment Services, USAA Federal Savings Bank, USAA, Frost Bank, San Antonio Water System, SWBC, Ernst & Young, and Texas Lutheran University. Lisa has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Lisa 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
Lisa Torres Work History
Frost Investment Services
Usaa Federal Savings Bank
Usaa
Frost Bank
Frost Bank
Frost Bank
San Antonio Water System
Swbc
Swbc
Ernst & Young
Texas Lutheran University
Disclosures
Please visit the SEC profile of Lisa Torres 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
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Austin, TX
San Antonio, TX
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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.
