Yvette
Webb
Frost Investment Services
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About this Advisor
Yvette Webb is a certified financial planner who works out of Houston, Texas with a total of 1 year of relevant experience. Webb is on the advisory team at Frost Investment Services. Webb has gained experience at Frost National Bank, Frost Brokerage Services and Frost Investment Services. Webb maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to serve investors in Louisiana and Texas. Frost Investment Services is a company operating out of San Antonio, TX. The firm has offices in 50 locations and a total of 105 employees. It has $2 billion in total assets across its 2,897 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 2,897 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in investable assets. Frost Investment Services offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees vary depending on the type of financial services. Fees charged 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
Yvette Webb Work History
Yvette has been registered as a financial advisor for 1 years.*
Frost Investment Services
Frost Brokerage Services
Frost National 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 Yvette Webb 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
Spring, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Austin, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
