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David Louis Tankin

Frost Investment Services

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About David Louis Tankin

David Tankin is a financial advisor who has been in the industry since 2015. David is currently registered with Frost Investment Services and has been with the firm since 2022. David has been active as an investment advisor representative in Texas since November 2022. David holds a Series 3, 7, 7TO, and 63 licenses, and is a Chartered Financial Analyst. David specializes in providing financial planning, portfolio management for individuals and businesses, and has a focus on investments for high-net-worth individuals and corporations.

Firm Information

David Tankin 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 Tankin’s Registration & Firm History

TX

11/21/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

NY

04/21/2009 - 07/23/2009

CROSS POINT CAPITAL LLC (NEW YORK NY)

NA

03/02/1983 - 12/06/1983

TRACAPCO, LTD

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Licenses & Designations

BC

Issued 05/11/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/20/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/01/1984

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Louis Tankin.
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