Ronald
Tavarez
Frost Investment Services
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About this Advisor
Ronald Tavarez is a financial advisor based in McAllen, Texas, working with Frost Investment Services. Ronald has previously held positions at Frost Brokerage Services, Inc, Frost National Bank, and Frost Investment Services. Ronald has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Ronald is part of Frost Investment Services, which operates out of McAllen, 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
Services Offered
Fee Structure
Office Location
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Frost Investment Services Brokerage Details
$2,737,039,224
166
2,792
$980,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ronald Tavarez Work History
Frost Investment Services
Frost Brokerage Services, Inc
Frost Investment Services
Frost National Bank
Disclosures
Please visit the SEC profile of Ronald Tavarez 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
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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