Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Puente is an investment advisor representative with Frost Investment Advisors, LLC. David has been in the industry since 2013. David's current firm is registered in Texas and David is also registered in Texas. David holds the Series 65 license. David works in the San Antonio, TX office of Frost Investment Advisors, LLC. David's firm has a regulatory asset amount under management of $4,938,176,872.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Provide models to 3rd parties and receive asset-based fees
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TX
04/04/2022 - Present
Frost Investment Advisors, LLC (SAN ANTONIO TX)
IA
Issued 04/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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