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Evans Scott Attwell

Frost Investment Services

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About Evans Scott Attwell

Evans Scott Attwell is a financial advisor with Frost Investment Services. Evans has been in the financial services industry since 1994 and has experience working at various firms, including Citigroup Global Markets Inc. and Frost Securities, Inc.. Evans is currently registered with the state of Texas and holds the Series 7, Series 63 and Series 65 licenses. Evans specializes in financial planning, portfolio management for individuals and portfolio management for businesses.

Firm Information

Evans Attwell 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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Evans Attwell’s Registration & Firm History

TX

01/27/2022 - Present

Frost Investment Services (HOUSTON TX)

TX

05/29/2007 - 02/02/2012

CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)

TX

10/09/2002 - 05/29/2007

CITICORP INVESTMENT SERVICES (HOUSTON TX)

TX

04/23/2001 - 12/11/2001

FROST SECURITIES, INC. (DALLAS TX)

NY

12/21/1994 - 01/07/1999

CHASE SECURITIES INC. (NEW YORK NY)

TX

12/22/1993 - 12/21/1994

CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)

NA

12/21/1983 - 06/17/1986

RAUSCHER PIERCE REFSNES, INC.

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Licenses & Designations

IA

Issued 12/12/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evans Scott Attwell.
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