Victoria
Martinez
Frost Investment Services
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About this Advisor
Victoria Martinez is a financial advisor based in San Antonio, Texas with 1 year of relevant experience. Martinez works at Frost Investment Services. Their career trajectory has included roles at The Ayco Company, L.P./Mercer Allied, Bill Miller Bbq, Churchill High School, Texas A&M University, Douglass Nissan, Douglass Household, Parkway Wealth Management Group, Binn University, Goldman Sachs & Co. LLC and Frost Brokerage Services. Martinez maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Frost Investment Services is an advisory business headquartered in San Antonio, TX. The investment advisory business has offices in 50 locations and a total of 105 employees. It oversees $2 billion in assets across its 2,897 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to four charitable organizations. Of its 2,897 client accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets. Frost Investment Services offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely are based on the services. However, fee types 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
Victoria Martinez Work History
Victoria has been registered as a financial advisor for 1 years.*
Frost Brokerage Services
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Parkway Wealth Management Group
Texas A&M University
Douglass Nissan
Douglass Household
Binn University
Bill Miller Bbq
Churchill High School
*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 Victoria Martinez 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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