Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Acosta is a financial advisor with IHT Wealth Management LLC. Frank has been in the industry since 2002 and is registered to provide investment advice in Arizona, California, Louisiana, Mississippi, Texas, and Wisconsin. Frank also holds the Series 7 and 66 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
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2
TX
12/12/2019 - Present
IHT Wealth Management LLC (SAN ANTONIO TX)
TX
10/29/2014 - 12/06/2019
SIGMA FINANCIAL CORPORATION (San Antonio TX)
TX
12/12/2013 - 11/05/2014
PRINCOR FINANCIAL SERVICES CORPORATION (SAN ANTONIO TX)
TX
08/27/2013 - 10/18/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/26/2013 - 08/08/2013
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
05/16/2012 - 02/21/2013
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
07/01/2011 - 05/08/2012
WADDELL & REED, INC. (SAN ANTONIO TX)
TX
01/21/2011 - 07/05/2011
SAGEPOINT FINANCIAL, INC. (BOERNE TX)
TX
11/03/2008 - 01/26/2011
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
09/30/2008 - 11/04/2008
AIG FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/29/2005 - 10/01/2008
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
MN
12/07/2004 - 08/02/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/07/2004 - 08/02/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
09/29/2003 - 12/15/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
06/27/2003 - 09/24/2003
ANDREW GARRETT INC. (NEW YORK NY)
TX
01/30/2003 - 06/11/2003
RBR SECURITIES, INC. (SAN ANTONIO TX)
MO
08/14/2002 - 10/10/2002
EDWARD JONES (ST. LOUIS MO)
TX
01/16/2002 - 07/09/2002
RBR SECURITIES, INC. (SAN ANTONIO TX)
NJ
05/07/2001 - 01/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 05/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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