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Brice Clifford Everson

Frost Investment Services

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About Brice Clifford Everson

Brice Clifford Everson is a financial advisor with Frost Investment Services in San Antonio, TX. Brice is a registered representative with the state of Texas and holds the Series 7TO, Series 66, and SIE licenses. Brice has been in the financial industry for over 3 years. Brice has experience with a variety of financial products and services, including financial planning, portfolio management for businesses, and portfolio management for individuals. Brice has previously worked with Ausdal Financial Partners, Inc. and Principal Securities, Inc. in Iowa.

Firm Information

Brice Everson 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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Brice Everson’s Registration & Firm History

TX

11/13/2023 - Present

Frost Investment Services (SAN ANTONIO TX)

IA

03/22/2022 - 10/30/2023

AUSDAL FINANCIAL PARTNERS, INC. (DAVENPORT IA)

IA

11/16/2020 - 08/26/2021

PRINCIPAL SECURITIES, INC. (DAVENPORT IA)

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Licenses & Designations

BOTH

Issued 01/25/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brice Clifford Everson.
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