Regina
Garza
Frost Investment Services
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About this Advisor
Regina Garza is a financial advisor who works out of San Antonio, Texas who has 1 year of industry experience. Garza is currently employed by Frost Investment Services. Their career trajectory has included roles at University Of Texas - Rio Grande Valley, City Of Brownsville, Frost Bank, Frost Brokerage Services, St Joseph Academy and Frost Investment Services. Garza holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Frost Investment Services is a company based in San Antonio, TX. It has offices in 50 locations and a total of 105 advisors. It has $2 billion in assets among its 2,897 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 2,897 client accounts, 23% belong to high-net-worth investors who have more than $1 million in investable assets. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely depend on which service is provided. However, fees 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
Regina Garza Work History
Regina has been registered as a financial advisor for 1 years.*
Frost Brokerage Services
Frost Investment Services
Frost Bank
University Of Texas - Rio Grande Valley
City Of Brownsville
University Of Texas - Rio Grande Valley
City Of Brownsville
St Joseph Academy
*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 Regina Garza 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
Spring, TX
San Antonio, TX
San Antonio, TX
Stafford, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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