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David Arlis Odom

Frost Investment Services

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About David Arlis Odom

David Odom is a financial advisor at Frost Investment Services. David has been in the financial services industry since 1995 and has a broad range of experience. David is registered with FINRA and the state of Texas. David specializes in providing financial planning, portfolio management for individuals and businesses. David has a strong track record of success and is committed to providing his clients with the highest level of service.

Firm Information

David Odom 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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David Odom’s Registration & Firm History

TX

01/28/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

OH

02/22/2002 - 06/06/2018

NYLIFE SECURITIES LLC (DUBLIN OH)

NY

11/09/1995 - 05/23/2001

AXA ADVISORS, LLC (NEW YORK NY)

NY

11/09/1995 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/19/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/1998

Series 24 - General Securities Principal Examination

BC

Issued 12/31/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/08/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Arlis Odom.
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