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Bryan J Turnage

Frost Investment Services

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About Bryan J Turnage

Bryan Turnage is a financial advisor at Frost Investment Services. Bryan is a registered representative with the firm, and is also registered as an investment advisor representative. Bryan's career in the financial services industry spans over 10 years. Bryan holds Series 6, 7, 63, and SIE licenses, allowing Bryan to offer a variety of financial products and services to individuals, corporations, and charitable organizations. Bryan specializes in financial planning, portfolio management for businesses and individuals, as well as asset management.

Firm Information

Bryan Turnage 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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Bryan Turnage’s Registration & Firm History

TX

08/17/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

11/18/2019 - 06/02/2021

BBVA SECURITIES INC. (PLANO TX)

TX

05/16/2013 - 07/24/2018

BBVA SECURITIES INC. (PLANO TX)

TX

09/13/2011 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (FRISCO TX)

TX

11/04/2009 - 08/10/2011

CHASE INVESTMENT SERVICES CORP. (MCKINNEY TX)

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Licenses & Designations

BC

Issued 04/07/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan J Turnage.
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