Ronald
Mcgee
Frost Investment Services
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About this Advisor
Ronald Mcgee is a financial advisor based in Corpus Christi, Texas with a total of 1 year of industry experience. Mcgee is an advisor for Frost Investment Services. The advisor has gained experience at Frost Brokerage Compliance and Frost Bank. Mcgee holds Series 66 and Series 63 licenses, which qualify them as a securities representative, and can work in Texas. Frost Investment Services is an advisory company based in San Antonio, TX. The firm has offices in 50 locations and a total of 105 people on staff. It manages $2 billion in assets between its 2,897 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 2,897 accounts, 23% are held by high-net-worth clients who have greater than $1 million in investable assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees billed 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
Ronald Mcgee Work History
Ronald has been registered as a financial advisor for 1 years.*
Frost Brokerage Compliance
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 Ronald Mcgee 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
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Spring, TX
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Fort Worth, TX
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San Antonio, TX
Austin, TX
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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.
