Veronica
Payne

Frost Investment Services

CRD#4810500
Investment Advisor
in San Antonio, TX

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About this Advisor

Veronica Payne is a financial advisor based in San Antonio, Texas, working with Frost Investment Services. Veronica has previously held positions at Frost Brokerage Services, Inc, Frost National Bank, and Frost Investment Services. Veronica has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Veronica 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 63, 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

Veronica Payne Work History

2008 - Present (16 years)

Frost Brokerage Services, Inc

2008 - Present (16 years)

Frost National Bank

2017 - 2017 (< 1 year)

Frost Investment Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Veronica Payne 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

Scott Spencer
San Antonio, TX
Ralph Gonzales
San Antonio, TX
Raul Gonzalez
San Antonio, TX
Brian Molin
Houston, TX
Mark Itnyre
San Antonio, TX
Kyle Snyder
Southlake, TX
Carina Diaz
San Antonio, TX
Michael Valadez
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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