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Alex Russell Bahun

Frost Investment Services

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About Alex Russell Bahun

Alex Russell Bahun is a registered investment advisor representative in the state of Texas and is licensed to offer securities products through Frost Investment Services. Alex has been active in the financial industry since 2011 and has experience with a variety of firms. Before joining Frost Investment Services, Alex was previously employed by AXA ADVISORS, LLC and Fidelity Brokerage Services LLC. Alex's career path has given Alex the experience and knowledge to serve clients effectively. Alex specializes in providing financial planning, portfolio management for businesses and individuals. Alex is dedicated to providing personalized advice and guidance to help clients reach their financial goals.

Firm Information

Alex Bahun is currently registered with Frost Investment Services. Frost Investment Services is a registered investment advisor headquartered in San Antonio, Texas. The firm has approximately $1 billion - $10 billion in assets under management and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They have over 90 investment advisor representatives and over 60 licensed agents.
Frost Investment Services

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$2.74B

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alex Bahun’s Registration & Firm History

TX

01/26/2022 - Present

Frost Investment Services (AUSTIN TX)

TX

05/25/2012 - 09/14/2012

AXA ADVISORS, LLC (FORT WORTH TX)

TX

10/07/2011 - 05/01/2012

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 06/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alex Russell Bahun.
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