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Christopher Bryan Massey

Frost Investment Services

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About Christopher Bryan Massey

Christopher Massey is a financial advisor with over 27 years of experience in the industry. Christopher is registered with Frost Investment Services and has a Series 7, 63 and 65 licenses as well as the SIE exam. Christopher is a Certified Financial Planner® professional and has specialized in providing financial planning, portfolio management for individuals and businesses. Christopher has previously worked at PROEQUITIES, INC., AMERICAN GENERAL SECURITIES INCORPORATED and OLDE DISCOUNT CORPORATION.

Firm Information

Christopher Massey 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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Christopher Massey’s Registration & Firm History

TX

01/28/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

AL

07/18/2001 - 10/18/2002

PROEQUITIES, INC. (BIRMINGHAM AL)

AZ

11/28/1994 - 07/10/2001

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

MI

08/18/1994 - 12/01/1994

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 08/11/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Bryan Massey.
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