Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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