Frost Investment Services
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About this Advisor
Mark Itnyre is a certified financial planner who is based in Austin, Texas. Currently a registered advisor with Frost Investment Services, they have accrued 10 years of professional experience in the financial advisory industry. Itnyre holds Series 63 and Series 66 licenses, qualifying them as a securities broker. Itnyre is able to advise clients in Texas. During their career, the advisor has held roles at Wells Fargo Investments, LLC, Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Frost Brokerage Services Inc, Frost Investment Services and Frost National Bank. Frost Investment Services is based out of Austin, Texas, and has five brick-and-mortar locations in the United States. Overall, Frost Investment Services manages $1 billion in assets throughout 922 client accounts and employs more than 91 people. The firm's total assets under management places it among the bigger financial advisory firms in the country. The firm manages 921 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Frost Investment Services provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients 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
Mark Itnyre Work History
Mark has 10 years of experience.
Frost Investment Services
Frost National Bank
Frost Brokerage Services Inc
Wells Fargo Advisors LLC
Wells Fargo Investments, LLC
Wells Fargo Bank, N.A
Mark Itnyre has no disclosures.
Please visit their SEC profile for more details.