Misty
Thompson
Frost Investment Services
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About this Advisor
Misty Thompson is a financial advisor working in San Antonio, Texas, with a total of 1 year of industry experience. Thompson is currently employed by Frost Investment Services. Thompson has gained experience at Frost Bank, Frost Brokerage Services and Frost Investment Services. Thompson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Frost Investment Services is an advisory business operating out of San Antonio, TX. The company has offices in 50 locations and a total of 105 people on staff. It administers $2 billion in total assets among its 2,897 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 2,897 client accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Frost Investment Services has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees depend on which service is offered. However, fee types charged by Frost Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frost Investment Services Brokerage Details
$2,408,896,769
105
2,897
$831,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Misty Thompson Work History
Misty has been registered as a financial advisor for 1 years.*
Frost Brokerage Services
Frost Investment Services
Frost Investment Services
Frost Brokerage Services
Frost Bank
Frost Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Misty Thompson 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
Spring, TX
San Antonio, TX
San Antonio, TX
Austin, TX
Austin, TX
San Antonio, TX
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