Michael
Tarver

Frost Investment Services

CRD#2317596
Investment Advisor
in Austin, TX
Are you Michael Tarver? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Tarver is a chartered financial analyst based out of Austin, Texas, who has been in the industry for 16 years. Tarver is an advisor for Frost Investment Services. Over the course of their career, Tarver has held roles at Frost National Bank, Frost Brokerage Services, Frost Investment Advisors, LLC and Frost Bank. Tarver holds a Series 63 license, certifying them as a securities representative, and is able to serve investors in Texas. Frost Investment Services is a firm that has its headquarters in Austin, Texas. It has offices in five locations and a total of 91 people on staff. It manages $1 billion in assets between its 922 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 922 accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. Frost Investment Services offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types billed by Frost Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

16 years

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

Disclosures

No

Office Location

401 Congress Avenue
Austin, TX 78701

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Frost Investment Services Brokerage Details

Total Assets Under Management

$1,237,493,348

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

61

TX Average: 49
Total Number of Accounts

1,468

TX Average: 2,315
Average Account Size

$842,979

TX Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Michael Tarver Work History

Michael has 16 years of experience.

2017 - Present (2 years)

Frost Bank

2017 - Present (2 years)

Frost Brokerage Services

2013 - 2016 (3 years)

Frost Investment Advisors, LLC

2011 - 2013 (2 years)

Frost Investment Advisors, LLC

2008 - 2011 (3 years)

Frost Investment Advisors, LLC

2006 - 2009 (3 years)

Frost Brokerage Services

2002 - 2009 (7 years)

Frost National Bank

Disclosures

Michael Tarver has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started