Ralph
Gonzales

Frost Investment Services

CRD#6832234
Investment Advisor
in San Antonio, TX

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About this Advisor

Ralph Gonzales is a financial advisor based in San Antonio, Texas, working with Frost Investment Services. Ralph has previously held positions at The Club At Colony Creek, Texas A&M University-Student, Memorial Student Center, Texas A&M University, Cottages Of College Station, Bryan Municipal Golf Course, Ameriprise Financial Services, Inc, Frost Brokerage Services, and Frost Investment Services. Ralph has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Ralph 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

Series 66

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

Office Location

111 West Houston Street
San Antonio, TX 78205

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Frost Investment Services Brokerage Details

Total Assets Under Management

$2,737,039,224

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

166

TX Average: 49
Total Number of Accounts

2,792

TX Average: 2,315
Average Account Size

$980,315

TX Average: $1,314,358

Investment Advisory Services

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

Ralph Gonzales Work History

2021 - Present (3 years)

Frost Brokerage Services

2021 - Present (3 years)

Frost Investment Services

2019 - 2021 (2 years)

Ameriprise Financial Services, Inc

2018 - 2019 (1 year)

Ameriprise Financial Services, Inc

2017 - 2017 (< 1 year)

Bryan Municpal Golf Course

2017 - 2018 (1 year)

Ameriprise Financial Services, Inc

2016 - 2016 (< 1 year)

Cottages Of College Station

2016 - 2017 (1 year)

Texas A&M University

2015 - 2015 (< 1 year)

Memorial Student Center

2015 - 2016 (1 year)

Texas A&M University

2014 - 2014 (< 1 year)

The Club At Colony Creek

2014 - 2015 (1 year)

Texas A&M Univeristy-Student

Disclosures

Please visit the SEC profile of Ralph Gonzales 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

Lisa Torres
San Antonio, TX
Brian Nelson
Fort Worth, TX
Duncan Morrow
San Antonio, TX
Kyle Snyder
Southlake, TX
Thomas Cagle
San Antonio, TX
Jake Fortenberry
San Antonio, TX
Carina Diaz
San Antonio, TX
Kyle Gregory
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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