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Christopher William Shipman

Frost Investment Services

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About Christopher William Shipman

Christopher Shipman is a financial advisor at Frost Investment Services. Christopher has been in the financial services industry since 2003. Christopher is a Certified Financial Planner and a Chartered Financial Analyst. Christopher has a wide range of experience in financial planning, portfolio management for individuals and businesses.

Firm Information

Christopher Shipman 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 Shipman’s Registration & Firm History

TX

01/18/2023 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

03/07/2019 - 07/22/2022

CU INVESTMENT SOLUTIONS LLC (PLANO TX)

TX

07/05/2007 - 03/09/2017

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

TX

10/24/2005 - 02/27/2007

CITICORP INVESTMENT SERVICES (ODESSA TX)

IL

07/06/2005 - 09/15/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

02/21/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

GA

07/19/2000 - 02/21/2003

COMMONWEALTH CHURCH FINANCE, INC. (MCDONOUGH GA)

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Licenses & Designations

BOTH

Issued 10/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2007

Series 24 - General Securities Principal Examination

BC

Issued 03/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher William Shipman.
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