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David Blanco

Frost Investment Services

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About David Blanco

David Blanco is a financial advisor with Frost Investment Services. David Blanco is registered with the state of Texas as a broker-dealer and investment advisor representative. David Blanco is also registered with FINRA as a broker-dealer. David Blanco has been in the securities industry since November 16, 2014. David Blanco has a Series 6, Series 7, Series 63 and Series 65 licenses. David Blanco previously worked for WELLS FARGO CLEARING SERVICES, LLC. David Blanco has a specialization in portfolio management for individuals and businesses. David Blanco is also a proprietor of Senor Vending Machine, LLC.

Firm Information

David Blanco 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 Blanco’s Registration & Firm History

TX

04/10/2024 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

11/17/2014 - 04/09/2024

WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 03/16/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2016

Series 7 - General Securities Representative Examination

BC

Issued 11/17/2014

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 Blanco.
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