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Christine Dillon Kellogg

Frost Investment Services

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About Christine Dillon Kellogg

Christine Kellogg is a financial professional with over seven years of experience in the industry. Christine is currently registered with Frost Investment Services as a Registered Representative (RR) and Investment Advisor Representative (IAR). Prior to joining Frost, Christine was with Wells Fargo Clearing Services, LLC. Christine holds a Series 6, 7, 63, and 65 securities licenses and the SIE. Christine is a dedicated financial professional committed to helping clients achieve their financial goals.

Firm Information

Christine Kellogg 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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Christine Kellogg’s Registration & Firm History

TX

07/03/2023 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

04/28/2016 - 06/27/2023

WELLS FARGO CLEARING SERVICES, LLC (CYPRESS TX)

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Licenses & Designations

IA

Issued 06/01/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/28/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Dillon Kellogg.
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