Travis
Mayfield
Frost Investment Services
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About this Advisor
Travis Mayfield is a financial advisor operating in San Antonio, Texas, who has 1 year of relevant experience. Mayfield is currently employed by Frost Investment Services. The advisor has gained experience at Frost Investment Services, Frost Bank, Frost Brokerage Services and Frost Brokerage Services, Inc. Mayfield maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in Texas. Frost Investment Services is a financial advisory business headquartered in San Antonio, TX. It has offices in 50 locations and a total of 105 employees. It administers $2 billion in total assets between its 2,897 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 2,897 client accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Frost Investment Services performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually depend on the financial services. 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
Travis Mayfield Work History
Travis has been registered as a financial advisor for 1 years.*
Frost Brokerage Services
Frost Investment Services
Frost Bank
Frost Brokerage Services, Inc
Frost Brokerage Services
*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 Travis Mayfield 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
Austin, TX
Austin, TX
San Antonio, TX
San Antonio, TX
San Antonio, 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.
